Sagepoint Financial, Inc
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About this Advisor
Jeffrey Gardner is a financial advisor whose office is in Carlsbad, California. Currently an investment advisor at Sagepoint Financial, Inc, Gardner has 12 years of professional experience. Gardner has Series 63 and Series 66 licenses, designating them as a securities representative. Gardner is registered to advise investors based out of California and Texas. Over the course of their career, they have held roles at Waddell & Reed, Inc, Various Insurance Carriers For W & R Insurance Agencies and Sagepoint Financial Advisors. Sagepoint Financial, Inc is based out of Carlsbad, California, and has 615 offices in the nation. In aggregate, Sagepoint Financial, Inc manages $7 billion in assets throughout 33,830 client accounts and retains more than 2,032 people. The level of assets currently under the firm's management makes it one of the biggest financial advisory firms in the United States. The firm manages 19,836 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 11% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Sagepoint Financial, Inc provides 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. The firm's fees may 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 12 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.