John
Reed

Sagepoint Financial, Inc

CRD#803687
Investment Advisor
in Atlanta, GA

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About this Advisor

John Reed is a chartered financial consultant working out of Atlanta, Georgia who has 15 years of relevant experience. Reed is on the advisory team at Sagepoint Financial, Inc. They have spent their entire career at Sagepoint Financial, Inc. Reed maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in Georgia. Sagepoint Financial, Inc is a firm operating out of Phoenix, AZ. The company has offices in 770 locations and a total of 3,563 people on staff. It administers $17 billion in assets across its 86,848 client accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 113 charitable organizations. Of its 86,848 customer accounts, just 10% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Sagepoint Financial, Inc performs 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. Financial management fees usually are based on the services provided. However, fee types charged by Sagepoint Financial, Inc may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

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

1864-D Independence Square
Atlanta, GA 30338

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Sagepoint Financial, Inc Brokerage Details

Total Assets Under Management

$16,478,907,740

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

3,563

GA Average: 37
Total Number of Accounts

86,848

GA Average: 1,370
Average Account Size

$189,744

GA 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

John Reed Work History

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

2009 - Present (15 years)

Sagepoint Financial, 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 John Reed 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

Kelcie Schiraldi
Youngstown, OH
Kenneth Hagar
Sterling Heights, MI
Jeffrey Dzwonkowski
Syracuse, NY
David Walkup
Spring, TX
Leo Choquette
Braintree, MA
Timothy Sepsi
Lemont Furnace, PA
Alan Pederson
Phoenix, AZ
Sean Mannello
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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