Jeffrey
Johnson

Sagepoint Financial, Inc

CRD#4197297
Investment Advisor
in Vista, CA

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About this Advisor

Jeffrey Johnson is a financial advisor operating in Vista, California with 15 years of relevant experience. Johnson is currently employed by Sagepoint Financial, Inc. Throughout their career, Johnson has worked at Sagepoint Financial, Inc and Depauw Johnson Inc. Johnson has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in California. Sagepoint Financial, Inc is a financial advisory business based out of Phoenix, AZ. The firm has offices in 770 locations and a total of 3,563 people on staff. It controls $17 billion in assets across its 86,848 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides services to 113 charitable organizations. Of its 86,848 accounts, just 10% are held by high-net-worth investors who have greater than $1 million in investable assets. The firm performs a wide assortment 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 largely vary depending on which services the firm provides the client. However, fee types charged by Sagepoint Financial, Inc can be comprised of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

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

Office Location

400 S. Melrose Dr. Suite 207
Vista, CA 92081

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Sagepoint Financial, Inc Brokerage Details

Total Assets Under Management

$16,478,907,740

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

3,563

CA Average: 37
Total Number of Accounts

86,848

CA Average: 1,370
Average Account Size

$189,744

CA Average: $1,135,308

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 Johnson Work History

Jeffrey has been registered as a financial advisor for 15 years.*

2009 - Present (15 years)

Sagepoint Financial, Inc

2008 - Present (16 years)

Depauw Johnson Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jeffrey Johnson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Sagepoint Financial, Inc

Timothy Sepsi
Lemont Furnace, PA
Zach Strube
Appleton, WI
Leo Choquette
Braintree, MA
David Walkup
Spring, TX
Kelcie Schiraldi
Youngstown, OH
Joseph Lococo
Milwaukee, WI
Alan Pederson
Phoenix, AZ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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