Jeffrey
Gardner

Sagepoint Financial, Inc

CRD#3178714
Investment Advisor
in Carlsbad, CA

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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

Series 63, Series 66

Years of Experience

11 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

5780 Fleet St Suite 170
Carlsbad, CA 92008

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Sagepoint Financial, Inc Brokerage Details

Total Assets Under Management

$7,988,217,859

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

1,957

CA Average: 37
Total Number of Accounts

42,989

CA Average: 1,370
Average Account Size

$185,820

CA 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

Jeffrey Gardner Work History

Jeffrey has 11 years of experience.

2011 - Present (9 years)

Sagepoint Financial Advisors

2009 - Present (11 years)

Various Insurance Carriers For W & R Insurance Agencies

2009 - 2011 (2 years)

Waddell & Reed, Inc

Disclosures

Jeffrey Gardner has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Sagepoint Financial, Inc

Fany Hirales
San Diego, CA
Erika Lewin-Harris
Boca Raton, FL
Eric Sanger
Phoenix, AZ
Philip Elliott
Meridian, ID
Van Johnson
Tempe, AZ
Frank Polizzi
Wayne, PA
Michael Landis
Houston, TX
Bernard Michaud
Fairhope, AL

This content was compiled from the SEC and FINRA.

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