Jeffrey T. Brewer

SAGEVIEW ADVISORY GROUP

Charlotte, NC

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CRD#: 4680432

Professional summary

Jeffrey Todd Brewer, CFP®, who also goes by Jeff Brewer, Jeffrey Brewer, is a registered financial advisor currently at SAGEVIEW ADVISORY GROUP, LLC located in Charlotte, North Carolina.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Jeffrey has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.

At a Glance

Always Fiduciary

Aliases

Jeff Brewer | Jeffrey Brewer

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 Jeffrey Todd Brewer'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®

CFP^®

Certified Financial Planner

Start date: 2009

Experience

Current

July 20, 2026 - Present

SAGEVIEW ADVISORY GROUP, LLC

RIA

CRD#: 126777

Charlotte, NC

Past

May 1, 2024 - July 10, 2026

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

RADNOR, PA

Past

August 29, 2017 - May 2, 2024

OSAIC FA, INC.

RIA

CRD#: 3978

FORT WAYNE, IN

Past

August 29, 2017 - May 1, 2024

OSAIC FA, INC.

CRD#: 3978

FORT WAYNE, IN

Past

May 28, 2014 - December 31, 2016

TRANSAMERICA RETIREMENT ADVISORS, LLC

RIA

CRD#: 107319

CHARLOTTE, NC

Past

February 26, 2013 - August 21, 2017

TRANSAMERICA INVESTORS SECURITIES, LLC

CRD#: 32205

Charlotte, NC

Past

December 4, 2012 - February 22, 2013

PRUCO SECURITIES, LLC.

CRD#: 5685

CHARLOTTE, NC

Past

June 15, 2012 - October 15, 2012

OSAIC FA, INC.

RIA

CRD#: 3978

CHARLOTTE, NC

Past

July 22, 2003 - June 12, 2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Past

July 22, 2003 - October 15, 2012

OSAIC FA, INC.

CRD#: 3978

CHARLOTTE, NC

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".

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

North Carolina
(7/20/2026)

IAR

South Carolina
(7/20/2026)

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

IAR

Series 65

Date: 6/21/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/5/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 7/21/2003

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 11/10/2010

Investment Company Products/Variable Contracts Principal Examination

Current Firm

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)

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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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SAGEVIEW ADVISORY GROUP ADV PART 2A (3/31/2025)

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.

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Advisor Monitoring

Firm Stability Insights

Jeffrey T. Brewer

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Todd Brewer's CRS (Customer Relationship Summary).

Certified licenses

Experience

LINCOLN FINANCIAL DISTRIBUTORS, INC.

OSAIC FA, INC.

OSAIC FA, INC.

TRANSAMERICA RETIREMENT ADVISORS, LLC

TRANSAMERICA INVESTORS SECURITIES, LLC

PRUCO SECURITIES, LLC.

OSAIC FA, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

Primary Firm SEC Registration

SAGEVIEW ADVISORY GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/21/2014

Series 63

Date: 8/5/2003

SIE

Date: 10/1/2018

Series 6

Date: 7/21/2003

Series 26

Date: 11/10/2010

Current Firm

SAGEVIEW ADVISORY GROUP, LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SAGEVIEW ADVISORY GROUP, LLC

TRUST BUT VERIFY

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