Jack R. Kulpa

SAGE ADVISORY SERVICES LTD CO

Allentown, NJ

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CRD#: 2587164

Professional summary

Jack Raymond Kulpa, CIMA®, who also goes by Jack R Kulpa, is a registered financial advisor currently at SAGE ADVISORY SERVICES LTD CO located in Allentown, New Jersey.

Jack is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Jack has worked at 7 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jack R Kulpa

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jack Raymond Kulpa's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CIMA^®

Certified Investment Management Analyst

Experience

Current

October 7, 2025 - Present

SAGE ADVISORY SERVICES LTD CO

RIA

CRD#: 106236

Allentown, NJ

Past

December 18, 2017 - September 30, 2025

ANCHOR CAPITAL ADVISORS LLC

RIA

CRD#: 105540

BOSTON, MA

Past

September 25, 2015 - September 9, 2021

VIRTUS INVESTMENT ADVISERS, LLC

RIA

CRD#: 106982

ALLENTOWN, NJ

Past

May 1, 2015 - November 1, 2016

VP DISTRIBUTORS LLC

CRD#: 3036

HARTFORD, CT

Past

November 20, 2003 - April 20, 2015

AMERICAN CENTURY INVESTMENT SERVICES INC.

CRD#: 17437

KANSAS CITY, MO

Past

March 6, 1997 - November 14, 2003

BLACKROCK INVESTMENTS, LLC

CRD#: 38642

NEW YORK, NY

Past

July 11, 1995 - August 24, 1995

CIBC WORLD MARKETS CORP.

CRD#: 630

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SAGE ADVISORY SERVICES LTD CO

CRD#: 106236 / SEC#: 801-52937

RIA

Registered Investment Advisory firm - (9/24/1996 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Jersey
(10/21/2025)

IAR

Texas
(10/7/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 5/20/2024

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 9/25/2015

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 1/19/2024

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/26/1995

General Securities Representative Examination

Current Firm

SAGE ADVISORY SERVICES LTD CO

CRD#: 106236 / SEC#: 801-52937

RIA

Registered Investment Advisory firm - (9/24/1996 Approved)

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Contact information

Main Address

5900 Southwest Parkway Building 1, Suite 100, Austin, TX 78735-6202

Mailing Address

Phone number

(512) 327-5530

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SAGE ADVISORY SERVICES LTD. CO. (3/28/2025)

Regulatory assets under management

Total Number of Accounts	12,206
AUM (Assets Under Management)	$ 24,975,056,606

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Jack R. Kulpa

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jack Raymond Kulpa's CRS (Customer Relationship Summary).

Certified licenses

Experience

ANCHOR CAPITAL ADVISORS LLC

VIRTUS INVESTMENT ADVISERS, LLC

VP DISTRIBUTORS LLC

AMERICAN CENTURY INVESTMENT SERVICES INC.

BLACKROCK INVESTMENTS, LLC

CIBC WORLD MARKETS CORP.

Primary Firm SEC Registration

SAGE ADVISORY SERVICES LTD CO

State Registrations and Notice Filings

Exams

Series 63

Date: 5/20/2024

Series 65

Date: 9/25/2015

SIE

Date: 1/19/2024

Series 7

Date: 6/26/1995

Current Firm

SAGE ADVISORY SERVICES LTD CO

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SAGE ADVISORY SERVICES LTD CO

TRUST BUT VERIFY

Contact information

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