Jennifer
Myers
Sagevest Wealth Management
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About this Advisor
Jennifer Myers is a certified financial planner working in Mc Lean, Virginia with a total of 16 years of industry experience. Myers is on the advisory team at Sagevest Wealth Management. They have spent their entire employment at Sagevest Wealth Management. Myers maintains a Series 65 license, which qualifies them as an investment advisor representative, and is approved to advise clients in Florida, Texas and Virginia. Sagevest Wealth Management is a firm that has its headquarters in Mc Lean, VA. It handles $254 million in total assets across its 428 customer accounts, placing it among the mid-sized firms in the country by assets under management. Of its 428 accounts, 75% are held by high-net-worth investors who have more than $1 million in assets available to invest. The firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial advisory services usually are based on the financial services. Fee types billed by Sagevest Wealth Management can consist of some combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sagevest Wealth Management Brokerage Details
$254,174,296
8
428
$593,865
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Jennifer Myers Work History
Jennifer has been registered as a financial advisor for 16 years.*
Sage Financial Management Group, 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 Jennifer Myers 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 Sagevest Wealth Management
Mc Lean, VA
Mc Lean, VA
Mc Lean, VA
Mc Lean, VA
Mc Lean, VA
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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.
