Jerry Lawrence Carmody

Current Employers

Sage Portfolio Management Llc

Norman, OK • United States

Current Registrations

Authority	Category	Status	Date
OK	RA	APPROVED	2023-12-01
TX	RA	APPROVED	2014-01-30

OK RA
APPROVED

Since 2023-12-01
TX RA
APPROVED

Since 2014-01-30

Branch Locations

Norman, OK • 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

Organization	City	State	From	To
Sage Portfolio Management Llc	Trophy Club	TX	01/2014	Present

01/2014 → Present

Sage Portfolio Management Llc

Trophy Club, TX

Previous Registrations

2009-10-16 → 2010-10-18

Woodbury Financial Services, Inc.

Keller, TX
2003-01-13 → 2006-08-14

Osaic Fa, Inc.

Dallas, TX

Addison, TX
2002-08-01 → 2003-02-21

The Capital Chart Room, Ltd

Arlington, TX

Other Businesses

OTHER BUSINESS ACTIVITIES: 1. INSURANCE SALES & SERVICES BECAME AN AGENT 03/24/1998 2. FINANCIAL PLANNING WHICH IS RELATED TO AND HAS THE SAME ADDRESS AS SAGE PORTFOLIO MANAGEMENT LLC AS AN REGISTERED INVESTMENT ADVISOR IN WHICH I AM PRESIDENT AND CEO. HOURS WORKING ON FINANCIAL PLANNING ALONE VARY, HOWEVER APPROXIMATELY 10 HOURS A MONTH ATTRIBUTABLE TO FINANCIAL PLANNING ON AVERAGE AS PART OF SAGE PORTFOLIO MANAGEMENT LLC'S WORKING WITH CUSTOMERS. FINANCIAL PLANNING HAS BEEN AN INTEGRAL PART OF THE FIRM SINCE THE BEGINNING OF SAGE PORTFOLIO MANAGEMENT LLC'S ORIGINAL REGISTRATION WITH THE TEXAS STATE SECURITIES BOARD AS AN REGISTERED INVESTMENT ADVISOR. 3. CARMODY GROUP CAREER COACHING (2 hours a week- 100% non paid) Aka- M.I.T. MEN IN TRANSITION (WEB PAGE= WWW.CARMODYGROUP.COM)

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2002-01-23
S63	Uniform Securities Agent State Law Examination	1997-08-14

S66 Uniform Combined State Law Examination

2002-01-23
S63 Uniform Securities Agent State Law Examination

1997-08-14

View on SEC IAPD