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Mesa, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-03-16 |
| ID | RA | APPROVED | 2026-01-09 |
| AZ | RA | APPROVED | 2026-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Swift Transportation | Phoenix | AZ | 03/2005 | 03/2019 |
| Surchx, Llc | Phoenix | AZ | 03/2019 | 09/2019 |
| Swift Transportation | Phoenix | AZ | 09/2019 | 02/2024 |
| Ascend Transportation | Nashville | TN | 03/2024 | 09/2025 |
| Sage Advice Financial Llc | Mesa | AZ | 07/2025 | Present |
Jared Peck may work as a Fractional CFO, providing part-time financial leadership to small and mid-sized companies that do not require a full-time CFO. Beginning September 15, 2025, he will dedicate approximately 15 hours per week to Ascend Transportation, where he currently serves as CFO, with hours decreasing as a replacement is hired. He also plans to work with a remote Fractional CFO firm, building up to 20 hours per week in total, which will gradually decline as Sage Advice Financial LLC grows. Based on the nature of these services and the separation from advisory activities, this outside business activity is not expected to present a conflict of interest with Jared Peck's role with Sage Advice Financial LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-12 |
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