Jerry L. Carmody
Professional summary
Jerry Lawrence Carmody is a registered financial advisor currently at SAGE PORTFOLIO MANAGEMENT LLC located in Norman, Oklahoma.
Jerry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Jerry has worked at 8 firms and has passed the Series 66, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jerry Lawrence Carmody's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 30, 2014 - Present
SAGE PORTFOLIO MANAGEMENT LLC
October 16, 2009 - October 18, 2010
WOODBURY FINANCIAL SERVICES, INC.
October 16, 2009 - October 18, 2010
WOODBURY FINANCIAL SERVICES, INC.
August 15, 2007 - December 9, 2008
MML INVESTORS SERVICES, LLC
January 13, 2003 - August 14, 2006
OSAIC FA, INC.
January 13, 2003 - June 5, 2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
January 13, 2003 - August 14, 2006
OSAIC FA, INC.
August 1, 2002 - February 21, 2003
THE CAPITAL CHART ROOM, LTD
January 3, 2002 - January 15, 2003
VALMARK SECURITIES, INC.
February 16, 2000 - January 7, 2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
February 16, 2000 - January 7, 2002
OSAIC FA, INC.
November 20, 1998 - January 9, 2000
OSAIC FA, INC.
August 12, 1997 - February 19, 1998
EDWARD JONES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/1/2023)
(1/30/2014)
Exams
Current Firm
SAGE PORTFOLIO MANAGEMENT LLC
CRD#: 153512 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 19 |
| AUM (Assets Under Management) | $ 2,943,469 |
Red Flags
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