Jennifer Elise Myers

Employer firm

Sagevest Wealth Management CRD 143562

$423M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2007 → Present
  Sage Financial Management Group, Inc
  Bethesda, MD

Previous Registrations

• 1997-07-24 → 2007-05-15
  Freed Advisors
  Chevy Chase, MD

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-06-12

Designations

• Certified Financial Planner