Jeffrey Pierce Atchison

Employer firm

Sageguard Financial Group, LLC CRD 160266

$756M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 01/2013 → 12/2021
  Sageguard Investment Advisory Services
  Abilene, TX
• 07/2021 → Present
  Alphastar Capital Management Llc
  Cornelius, NC
• 12/2022 → Present
  Sageguard Financial Group, Llc
  Abilene, TX

Previous Registrations

• 2021-07-19 → 2023-04-20
  Alphastar Capital Management
  Abilene, TX
  Cornelius, NC
• 2013-01-11 → 2021-12-07
  Sageguard Financial Group, Llc
  Abilene, TX
  Goodlettsville, TN
• 2011-01-03 → 2013-01-23
  Brookstone Capital Management Llc
  Tuscola, TX
  Wheaton, IL

Other Businesses

Great Elm Properties, LLC 279 N Willis Suite A Abilene TX 59603 Property Investor - Owner 100% 2017 - Present $30,000, 15 hours per month during trading hours Bookkeeping

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-11-20

Other Names

• Jeffrey Pierce Atchison