Jake
Balistreri
Sagepoint Financial, Inc
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About this Advisor
Jake Balistreri is a financial advisor operating in Milwaukee, Wisconsin. Balistreri is currently employed by Sagepoint Financial, Inc. During their career, Balistreri has held roles at Mcadam LLC, Kettle Moraine High School, University Of Wisconsin-Whitewater, Kettle Moraine Middle School, Walmart, Berkshire On Sunset, Delafield Public Works, Savaglia Financial Advisors and Sagepoint Financial Inc. Balistreri holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Wisconsin. Sagepoint Financial, Inc is a company that has its headquarters in Phoenix, AZ. The company has offices in 770 locations and a total of 3,563 people on staff. It manages $17 billion in assets under management across its 86,848 customer accounts, placing it among the biggest financial 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 investors who have more than $1 million in investable assets. Sagepoint Financial, Inc provides 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. Fees for financial advice depend on which services are provided. However, fee types billed by Sagepoint Financial, Inc may include some combination of 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
Jake Balistreri Work History
Jake has been registered as a financial advisor for 0 years.*
Sagepoint Financial Inc
Mcadam LLC
Savaglia Financial Advisors
Delafield Public Works
Delafield Public Works
University Of Wisconsin-Whitewater
Walmart
Berkshire On Sunset
Kettle Moraine High School
Kettle Moraine Middle School
*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 Jake Balistreri 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
Honolulu, HI
Los Angeles, CA
Austin, TX
Milwaukee, WI
San Diego, CA
Humboldt, TN
Phoenix, AZ
Center, 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.
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