Jonathon
Mcfall

Sagepoint Financial, Inc

CRD#6053646
Investment Advisor
in West Des Moines, IA
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About this Advisor

Jonathon Mcfall is an investment advisor based in West Des Moines, Iowa. Currently a registered advisor with Sagepoint Financial, Inc, Mcfall has 10 years of practice as a financial advisor. Mcfall has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative. Mcfall is able to operate based out of Iowa. During their career, Mcfall has held roles at Capital Financial Services, Inc, College U Of Iowa, Insurance and Sagepoint Financial. Sagepoint Financial, Inc is located in West Des Moines, Iowa, and operates out of 615 other locations in the nation. As a registered advisory firm, Sagepoint Financial, Inc manages $7 billion in assets across 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 largest investment advisory firms in the country. The firm manages 19,836 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 11% of the advisor firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Sagepoint Financial, Inc offers 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

Series 66

Years of Experience

10 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

Yes

Office Location

1122 Grand Ave
West Des Moines, IA 50265

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Sagepoint Financial, Inc Brokerage Details

Total Assets Under Management

$7,988,217,859

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

1,957

IA Average: 37
Total Number of Accounts

42,989

IA Average: 1,370
Average Account Size

$185,820

IA 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

Jonathon Mcfall Work History

Jonathon has 10 years of experience.

2016 - Present (3 years)

Sagepoint Financial

2012 - Present (7 years)

Insurance

2014 - 2016 (2 years)

Capital Financial Services, Inc

2008 - 2012 (4 years)

College U Of Iowa

Disclosures

Jonathon Mcfall has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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