Jeffrey
Dzwonkowski

Sagepoint Financial, Inc

CRD#6260017
Investment Advisor
in Syracuse, NY

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About this Advisor

Jeffrey Dzwonkowski is a financial advisor who works out of Syracuse, New York, with 5 years of relevant experience. Dzwonkowski works at Sagepoint Financial, Inc. During their career, Dzwonkowski has held roles at Pruco Securities LLC, The Prudential Insurance Company Of America, Environmental Products & Services Of Vermont, Inc, Pinnacle Investments, LLC and Sagepoint Financial, Inc. Dzwonkowski holds Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in California and New York. Sagepoint Financial, Inc is a business based out of Phoenix, AZ. It has offices in 770 locations and a total of 3,563 people on staff. It controls $17 billion in assets across its 86,848 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises 113 charitable organizations. Of its 86,848 customer accounts, just 10% are associated with high-net-worth individuals who have greater than $1 million in assets. The business has a broad assortment 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. A financial advisor's fee schedules depend on which services the firm provides the client. Fees billed by Sagepoint Financial, Inc may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

5 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

225 Wilkinson St
Syracuse, NY 13204

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Sagepoint Financial, Inc Brokerage Details

Total Assets Under Management

$16,478,907,740

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

3,563

NY Average: 37
Total Number of Accounts

86,848

NY Average: 1,370
Average Account Size

$189,744

NY 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 Dzwonkowski Work History

Jeffrey has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Sagepoint Financial, Inc

2017 - 2018 (1 year)

Pinnacle Investments, LLC

2013 - 2017 (4 years)

Pruco Securities LLC

2013 - 2017 (4 years)

The Prudential Insurance Company Of America

2013 - 2013 (< 1 year)

Environmental Products & Services Of Vermont, 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 Dzwonkowski 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

Shireef Elmakawi
San Diego, CA
Zachary Sasser
Austin, TX
Timothy Sepsi
Lemont Furnace, PA
David Walkup
Spring, TX
Joseph Lococo
Milwaukee, WI
Zach Strube
Appleton, 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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