Jamisen
Allen
Sage Advisory Services LTD Co
Answer a few questions and
get matched with an advisor.
About this Advisor
Jamisen Allen is a chartered financial analyst operating in Austin, Texas, who has 1 year of industry experience. Allen works at Sage Advisory Services LTD Co. The advisor has gained experience at Securian Financial Services Inc, Tax & Financialgroup, Jpmorgan Securities LLC, Lonestar Defense Institute, LLC and Sage Advisory Services, LTD Co. Allen has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Texas. Sage Advisory Services LTD Co is a registered investment company operating out of Austin, TX. It manages $15 billion in assets across its 4,888 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 211 charities and foundations. Of its 4,888 customer accounts, just 4% are held by high-net-worth individuals who have more than $1 million in assets. Sage Advisory Services LTD Co has a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and other services. Financial advisory fees largely are based on which services the firm provides the client. Fees billed by Sage Advisory Services LTD Co most likely consist of some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Sage Advisory Services LTD Co Brokerage Details
$15,322,865,201
53
4,888
$3,134,792
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Other
Jamisen Allen Work History
Jamisen has been registered as a financial advisor for 1 years.*
Sage Advisory Services, LTD Co
Lonestar Defense Institute, LLC
Jpmorgan Securities LLC
Securian Financial Services Inc
Tax & Financialgroup
*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 Jamisen Allen 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 Sage Advisory Services LTD Co
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
