Jay AdamsCRD Number: 2799510
Current Firm: Sagepoint Financial, Inc.
Jay Adams (CRD# 2799510) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Oakmont, PA and has over 26 years of experience in the finance industry.
Cetera Advisor Networks LLC
Centauri Advisory Group, Inc.
Avantax Advisory Services
|Sagepoint Financial, Inc.||Pittsburgh, PA||Jan 2009 - Current||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1996|
|S66||NASAA Uniform Combined State Law Examination||Jun 2002|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management16,245MILLIONS
Total Number of Accounts64,353ACCOUNTS
Average Account Value$252,436
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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