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Jennifer Elise Myers

Sagevest Wealth Management

Mclean, VA

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Current Employers
Sagevest Wealth Management

1320 Old Chain Bridge Road Suite 250, Mclean, VA 22101 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-02-18
VA RA APPROVED 2007-05-21
  • TX RA
    APPROVED
    Since 2022-02-18
  • VA RA
    APPROVED
    Since 2007-05-21

Branch Locations

1320 Old Chain Bridge Road Suite 250, Mclean, VA 22101 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sage Financial Management Group, Inc Bethesda MD 05/2007 Present
  • 05/2007 → Present
    Sage Financial Management Group, Inc
    Bethesda, MD
Previous Registrations
  • 1997-07-24 → 2007-05-15
    Freed Advisors
    Chevy Chase, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-06-12
  • S65 Uniform Investment Adviser Law Examination
    1997-06-12
Designations

View on SEC IAPD

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