Jennifer E. Myers
SAGEVEST WEALTH MANAGEMENT
Mclean, VA 22101
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CRD#: 2908448
Professional summary
Jennifer Elise Myers, CFP® is a registered financial advisor currently at SAGEVEST WEALTH MANAGEMENT located in Mclean, Virginia.
Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Jennifer has worked at 2 firms and has passed the Series 65 exam.
Biography
Prior to establishing SageVest, Jennifer served as partner in a local RIA firm. She also provided financial and business analysis for Unisys and the U.S. Postal Service.
Jennifer received her Bachelor of Business Administration (BBA) and Master of Business Administration (MBA) from The George Washington University. She also received the CERTIFIED FINANCIAL PLANNER (CFP®) professional designation from the CFP® Board of Standards..
Question & Answer
What are your service offerings?
Retirement Planning
Investment Planning
Education Planning
Divorce Planning
Tax Planning
Estate Planning
Employee and Employer Plan Ben...
Insurance Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Estate & Generational Planning...
High Net Worth Client Needs
Investment Advice without Ongo...
Retirement Planning & Distribu...
Tax Planning
Women's Financial Planning Iss...
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Jennifer Elise Myers's 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®
CFP®
Start date: 2000
Experience
Current
May 21, 2007 - Present
SAGEVEST WEALTH MANAGEMENT
Office #1: 1320 Old Chain Bridge Road Suite 250, Mclean, VA 22101RIA
CRD#: 143562
Mclean, VA
Past
July 24, 1997 - May 15, 2007
FREED ADVISORS
RIA
CRD#: 104743
CHEVY CHASE, MD
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".
SAGEVEST WEALTH MANAGEMENT
SAGE FINANCIAL MANAGEMENT GROUP, INC. | SAGEVEST WEALTH MANAGEMENT
CRD#: 143562 / SEC#: 801-67703
RIA
Registered Investment Advisory firm - (3/30/2007 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
Texas(2/18/2022)
IAR
Virginia(5/21/2007)
Current Firm
SAGEVEST WEALTH MANAGEMENT
SAGE FINANCIAL MANAGEMENT GROUP, INC. | SAGEVEST WEALTH MANAGEMENT
CRD#: 143562 / SEC#: 801-67703
RIA
Registered Investment Advisory firm - (3/30/2007 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1320 Old Chain Bridge Road Suite 250, Mclean, VA 22101
Mailing Address
Phone number
(703) 992-7650
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 534 |
| AUM (Assets Under Management) | $ 358,501,012 |
Red Flags
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Company Information
SAGEVEST WEALTH MANAGEMENT
CRD#: 143562Mclean, VA 22101TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
