Joseph Tyler Whatley

Employer firm

Sageview Advisory Group, LLC CRD 126777

$37.5B regulatory AUM 1,732 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 03/2014 → 11/2016
  Honeybee
  Knoxville, TN
• 11/2016 → 03/2018
  Gray Squirrel
  Carrboro, NC
• 03/2017 → 02/2019
  Cordelia
  Knoxville, TN
• 03/2018 → 09/2020
  Crema
  Nashville, TN
• 09/2020 → 11/2020
  Thompson Research Group
  Nashville, TN
• 11/2020 → 06/2021
  Unemployed
  N/A, TN
• 06/2021 → Present
  Sageview Advisory Group
  Knoxville, TN
• 07/2011 → 05/2016
  Student
  Various, TN

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-10-25