JP
Jeffrey M. Petrone
SAGEVIEW ADVISORY GROUP
West Palm Beach, FL 33401
Some features on this profile are disabled
CRD#: 4493858
JP
Professional summary
Jeffrey Michael Petrone is a registered financial advisor currently at SAGEVIEW ADVISORY GROUP, LLC located in West Palm Beach, Florida and CETERA WEALTH SERVICES, LLC located in West Palm Beach, Florida.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Jeffrey has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
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.
(1) EMPLOYED WITH OUTSIDE RIA - SAGEVIEW ADVISORY GROUP (2) SELLS LIFE INSURANCE (3) NAME OF OTHER BUSINESS: CENTER FOR CHILD COUNSELING INVESTMENT RELATED: NO ADDRESS: 7731 N. MILITARY TRAIL, SUITE 4. PALM BEACH GARDENS, FL NATURE OF BUSINESS: NONPROFIT ORGANIZATION START DATE: JANUARY 2016 POSITION/TITLE/RELATIONSHIP: BOARD OF DIRECTORS APX NUMBER OF HOURS PER WEEK: .5 APX NUMBER OF HOURS DURING TRADING HOURS: VARIES BRIEF DESCRIPTION OF DUTIES: STRATEGIC ORGANIZATION FOR THE ORGANIZATION (4) NAME OF OTHER BUSINESS: RETIREMENT ADVISOR COUNCIL ; INVESTMENT RELATED: NO ; ADDRESS: 61 RAINBOW ROAD, EAST GRANBY, CT 06026 ; NATURE OF BUSINESS: COUNCIL START DATE: 01/2020 ; POSITION/TITLE/RELATIONSHIP: COUNCIL MEMBER ; APX NUMBER OF HOURS PER WEEK: LESS THAN 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1 ; BRIEF DESCRIPTION OF DUTIES: COLLABORATING WITH OTHER MEMBER TO DISCUSS STRATEGIES AND BEST PRACTICES ; (5) NAME OF OTHER BUSINESS: N/A INVESTMENT RELATED: NO ADDRESS: 8038TH TERRACE, PALM BEACH GARDENS, FL 33418 ; NATURE OF BUSINESS: RENTAL PROPERTY ; START DATE: 09/2020 ; POSITION/TITLE/RELATIONSHIP: OWNER ; APX NUMBER OF HOURS PER WEEK: LESS THAN 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1 ; BRIEF DESCRIPTION OF DUTIES: TOWNHOUSE RENTAL PROPERTY ; (6) NAME OF OTHER BUSINESS: SAGE IRA ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: PRIVATE LABEL IRA OFFERING ; START DATE: 12/2020 ; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL ; APX NUMBER OF HOURS PER WEEK: 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: 1 ; BRIEF DESCRIPTION OF DUTIES: PLATFORM FOR SELF-DIRECTED IRA ; (7) NAME OF OTHER BUSINESS: N/A ; INVESTMENT RELATED: NO ; ADDRESS: 1300 ROBINSON SPRINGS RD. STOWE, VT, 05672 ; NATURE OF BUSINESS: RENTAL PROPERTY ; START DATE: 01/28/2021 ; POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: LESS THAN 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1 ; BRIEF DESCRIPTION OF DUTIES: RENTAL PROPERTY ; (8) NAME OF OTHER BUSINESS: FIRST UNITED METHODIST CHURCH OF JUPITER; INVESTMENT RELATED: NO ; ADDRESS: 815 E. INDIANTOWN RD JUPITER, FL 33477; NATURE OF BUSINESS: RELIGIOUS ORGANIZATION; START DATE: 03/2024; POSITION/TITLE/RELATIONSHIP: ENDOWMENT COMMITTEE CHAIR; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: WORKING WITH CHURCH LEADERSHIP TO ASSIST IN THE MANAGEMENT OF THE ENDOWMENT FUND, LEADERSHIP COMMITTEE MEMBER; (9) NAME OF OTHER BUSINESS: CENTER FOR CHILD COUNSELING; INVESTMENT RELATED: NO; ADDRESS: 8895 N. MILITARY TRAIL, SUITE 300C PALM BEACH GARDENS, FL 33410; NATURE OF BUSINESS: NON PROFIT; START DATE: 7/2025; POSITION/TITLE/RELATIONSHIP: BOARD TREASUERE/SECRETARY; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: REVIEW AND APPROVE COMMITTEE MEETING MINUTES, FINANCIAL FILINGS AND OTHER DOCUMENTS AS NEEDED;
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Michael Petrone'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®
NoneExperience
Current
January 30, 2008 - Present
SAGEVIEW ADVISORY GROUP, LLC
Office #1: 1645 Palm Beach Lakes Blvd, West Palm Beach, FL 33401RIA
CRD#: 126777
West Palm Beach, FL
Current
October 26, 2007 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 1645 Palm Beach Lakes #1200, West Palm Beach, FL 33401BD
CRD#: 13572
West Palm Beach, FL
Past
December 15, 2005 - July 13, 2007
MMC SECURITIES LLC
RIA
CRD#: 103846
SUNRISE, FL
Past
September 25, 2002 - July 13, 2007
MMC SECURITIES LLC
BD
CRD#: 103846
SUNRISE, FL
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".
SA
SAGEVIEW ADVISORY GROUP, LLC
401K BFS GROUP, LLC | SAGEVIEW RETIREMENT PLAN CONSULTANTS, INC. | SAGEVIEW GLOBAL PENSIONS, LLC | SAGEVIEW ADVISORY GROUP, LLC | RELATIONAL ADVISORS
CRD#: 126777 / SEC#: 801-64265
RIA
Registered Investment Advisory firm - (5/31/2005 Approved)California
Registered Investment Advisory firm - (6/7/2005 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(10/29/2015)
RR
Colorado(2/28/2025)
RR
Delaware(11/9/2011)
RR
Florida(11/21/2007)
IAR
Florida(1/30/2008)
RR
Georgia(11/28/2007)
RR
Nevada(7/21/2009)
RR
New Jersey(11/30/2007)
RR
New York(11/22/2011)
RR
Ohio(11/1/2007)
RR
Puerto Rico(4/8/2008)
RR
Texas(7/20/2009)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SA
SAGEVIEW ADVISORY GROUP, LLC
401K BFS GROUP, LLC | SAGEVIEW RETIREMENT PLAN CONSULTANTS, INC. | SAGEVIEW GLOBAL PENSIONS, LLC | SAGEVIEW ADVISORY GROUP, LLC | RELATIONAL ADVISORS
CRD#: 126777 / SEC#: 801-64265
RIA
Registered Investment Advisory firm - (5/31/2005 Approved)California
Registered Investment Advisory firm - (6/7/2005 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660
Mailing Address
Phone number
(800) 814-8742
Established
Firm type
Fiscal year end
# of Employees
248
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 13,295 |
| AUM (Assets Under Management) | $ 238,552,018,915 |
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.
