Susan
Jurica
Sagepoint Financial, Inc
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About this Advisor
Susan Jurica is a financial advisor based out of Houston, Texas with a total of 7 years of relevant experience. Jurica is an advisor for Sagepoint Financial, Inc. Over the course of their career, they have held roles at Questar Capital Corporation, Questar Asset Management and Sagepoint Financial, Inc. Jurica maintains Series 63 and Series 66 licenses, which qualify them as a securities agent, and is approved to serve investors in Texas, Virginia and Washington. Sagepoint Financial, Inc is a financial advisory firm based in Phoenix, AZ. It has offices in 770 locations and a total of 3,563 advisors. It oversees $17 billion in total assets across its 86,848 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 113 charities and foundations. Of its 86,848 customer accounts, just 10% belong to high-net-worth investors who have at least $1 million in assets. The advisory firm has 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. A financial advisor's fee schedules depend on which services are provided. However, fee types billed by Sagepoint Financial, Inc most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sagepoint Financial, Inc Brokerage Details
$16,478,907,740
3,563
86,848
$189,744
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
Susan Jurica Work History
Susan has been registered as a financial advisor for 7 years.*
Sagepoint Financial, Inc
Questar Capital Corporation
Questar Asset Management
*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 Susan Jurica 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
Braintree, MA
De Pere, WI
Youngstown, OH
Spring, TX
Lemont Furnace, PA
Sterling Heights, MI
Phoenix, AZ
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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