Sagepoint Financial, Inc
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About this Advisor
Jeffrey Gardner is a financial advisor working in Carlsbad, California, who has 10 years in the industry. Gardner is currently employed by Sagepoint Financial, Inc. Their career trajectory has included roles at Waddell & Reed, Inc, Various Insurance Carriers For W & R Insurance Agencies and Sagepoint Financial Advisors. Gardner has Series 63 and Series 66 licenses, which qualify them as a securities agent, and is approved to work in California and Texas. Sagepoint Financial, Inc is a registered investment firm that has its headquarters in Carlsbad, California. The company has offices in 618 locations and a total of 1,957 advisors. It administers $8 billion in assets under management between its 42,989 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 82 charities and foundations. Of its 42,989 accounts, 16% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Sagepoint Financial, Inc has a diverse set of services, such as 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. Fees charged by financial advisors usually are based on the type of financial services. Fees charged by Sagepoint Financial, Inc likely include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Sagepoint Financial, Inc Brokerage Details
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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
Jeffrey Gardner Work History
Jeffrey has 11 years of experience.
Sagepoint Financial Advisors
Various Insurance Carriers For W & R Insurance Agencies
Waddell & Reed, Inc
Jeffrey Gardner has no disclosures.
Please visit their SEC profile for more details.
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