JM
Jason Mardinly
SAGE FINANCIAL GROUP
West Conshohocken, PA 19428
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CRD#: 5855687
JM
Professional summary
Jason Mardinly, CFP®, who also goes by Jason Madinly, is a registered financial advisor currently at SAGE FINANCIAL GROUP INC. located in West Conshohocken, Pennsylvania.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Jason has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jason Madinly
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.
Mr. Mardinly has been an Adjunct Professor at Temple University, located at 1801 N Broad St, Philadelphia, PA 19122 since August 2014. Temple University is a higher education institution and not an investment-related business. He teaches a course entitled "Investing for the Future" which covers personal financial planning and the fundamentals of investing. He spends 2-3 hours per week, outside of securities trading hours, when class is in session.
CRS (Client Relationship Summary) - RIA
Click below to view Jason Mardinly'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: 2013
Experience
Current
September 13, 2017 - Present
SAGE FINANCIAL GROUP INC.
Office #1: Five Tower Bridge 300 Barr Harbor Drive, Suite 200, West Conshohocken, PA 19428RIA
CRD#: 116574
West Conshohocken, PA
Past
February 28, 2014 - July 7, 2017
WISDOM PLANNING, LLC
RIA
CRD#: 169417
PHILADELPHIA, PA
Past
August 9, 2012 - July 7, 2017
ANDREW GARRETT INC.
BD
CRD#: 29931
PHILADELPHIA, PA
Past
May 18, 2012 - July 7, 2017
CORDASCO FINANCIAL NETWORK, INC.
RIA
CRD#: 159544
PHILADELPHIA, PA
Past
November 10, 2010 - March 19, 2012
VANGUARD MARKETING CORPORATION
BD
CRD#: 7452
MALVERN, PA
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".
SF
SAGE FINANCIAL GROUP INC.
SAGE FINANCIAL GROUP INC. | SAGE, COVER + ROSSITER PARTNERS
CRD#: 116574 / SEC#: 801-61553
RIA
Registered Investment Advisory firm - (10/25/2002 Approved)Delaware
Registered Investment Advisory firm - (12/31/2002 Terminated)Maryland
Registered Investment Advisory firm - (12/17/2002 Terminated)New Jersey
Registered Investment Advisory firm - (12/17/2002 Terminated)Pennsylvania
Registered Investment Advisory firm - (12/19/2002 Terminated)Texas
Registered Investment Advisory firm - (10/29/2002 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.Highlighted states indicate IAR registrations
IAR
Pennsylvania(9/13/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SF
SAGE FINANCIAL GROUP INC.
SAGE FINANCIAL GROUP INC. | SAGE, COVER + ROSSITER PARTNERS
CRD#: 116574 / SEC#: 801-61553
RIA
Registered Investment Advisory firm - (10/25/2002 Approved)Delaware
Registered Investment Advisory firm - (12/31/2002 Terminated)Maryland
Registered Investment Advisory firm - (12/17/2002 Terminated)New Jersey
Registered Investment Advisory firm - (12/17/2002 Terminated)Pennsylvania
Registered Investment Advisory firm - (12/19/2002 Terminated)Texas
Registered Investment Advisory firm - (10/29/2002 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Five Tower Bridge 300 Barr Harbor Drive, Suite 200, West Conshohocken, PA 19428
Mailing Address
Phone number
(484) 342-4400
Established
Firm type
Fiscal year end
# of Employees
25
SEC notice filing (21 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 4,205 |
| AUM (Assets Under Management) | $ 3,624,143,746 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/09/2024 | ||
| 11/06/2023 | ||
| 11/18/2022 |
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.
