Jake
Johnston
Sagepoint Financial, Inc
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About this Advisor
Jake Johnston is a financial advisor based out of Milwaukee, Wisconsin with a total of 1 year of industry experience. Johnston works at Sagepoint Financial, Inc. Over the course of their career, they have held roles at Sagepoint Financial, Minnesota State University - Mankato, Waukesha North High School and Butler Middle School. Johnston has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in Wisconsin. Sagepoint Financial, Inc is a registered investment firm based in Phoenix, AZ. The investment advisory business has offices in 770 locations and a total of 3,563 advisors. It administers $17 billion in assets under management between its 86,848 accounts, placing it among the largest firms in the nation by assets under management. The firm provides services to 113 charities and foundations. Of its 86,848 customer accounts, just 10% are held by high-net-worth clients who have at least $1 million in investable assets. Sagepoint Financial, Inc offers a broad range 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 charged by financial advisors largely depend on the type of services provided. However, fee types billed by Sagepoint Financial, Inc likely include any blend 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 Johnston Work History
Jake has been registered as a financial advisor for 1 years.*
Sagepoint Financial
Minnesota State University - Mankato
Waukesha North High School
Butler 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 Johnston 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
Syracuse, NY
Framingham, MA
Fresno, CA
Spring, TX
Braintree, MA
Lemont Furnace, PA
Phoenix, AZ
Phoenix, AZ
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