Matthew
Jones

Sagepoint Financial, Inc

CRD#4242152
Investment Advisor
in Tempe, AZ

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About this Advisor

Matthew Jones is a financial advisor operating in Tempe, Arizona, with a total of 14 years of experience as a financial advisor. Jones is currently employed by Sagepoint Financial, Inc. Jones has gained experience at Freightquote.Com, Sagepoint Financial and Yrc Freight. Jones has Series 63 and Series 66 licenses, which qualify them as a securities agent, and can advise clients in California, Nevada and Texas. Sagepoint Financial, Inc is a business headquartered in Tempe, Arizona. The investment advisory business has offices in 618 locations and a total of 1,957 advisors. It has $8 billion in assets across its 42,989 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 82 charitable organizations. Of its 42,989 customer accounts, 16% are held by high-net-worth individuals who have more than $1 million in investable assets. The firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fee schedules are based on which services the firm provides the client. However, fees billed by Sagepoint Financial, Inc most likely consist of any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

60 East Rio Salado Parkway Suite 1201
Tempe, AZ 85281

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Sagepoint Financial, Inc Brokerage Details

Total Assets Under Management

$7,988,217,859

AZ Average: $1,555,372,352
Total Number of Employees

1,957

AZ Average: 37
Total Number of Accounts

42,989

AZ Average: 1,370
Average Account Size

$185,820

AZ Average: $1,135,308

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Matthew Jones Work History

Matthew has 15 years of experience.

2015 - Present (5 years)

Sagepoint Financial

2011 - 2015 (4 years)

Freightquote.Com

2005 - 2011 (6 years)

Yrc Freight

Disclosures

Matthew Jones has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Sagepoint Financial, Inc

Philip Elliott
Meridian, ID
Fany Hirales
San Diego, CA
Erika Lewin-Harris
Boca Raton, FL
Eric Sanger
Phoenix, AZ
Joseph Tansey
San Diego, CA
Terrance Adams
Massillon, OH
Christine Perez
Palm Harbor, FL
David Hope
Williams Island, FL

This content was compiled from the SEC and FINRA.

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