Jeffrey William Malone

Employer firm

Sage Capital Advisors, LLC CRD 136577

$630M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2013 → Present
  Malone Capital Advisors, Llc
  Sioux Falls, SD
• 06/2013 → Present
  Sage Capital Advisors Llc
  Sioux Falls, SD

Previous Registrations

• 2014-01-08 → 2014-02-27
  Malone Capital Advisors, Llc
  Sioux Falls, SD
• 2004-01-14 → 2013-12-31
  Malone Capital Management Inc.
  Sioux Falls, SD

Other Businesses

SEVERAL FAMILY LIMITED PARTNERSHIPS, ACT AS BOTH A GENERAL PARTNER AND LIMITED PARTNER.

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-04-20
• S63 Uniform Securities Agent State Law Examination
  1991-08-08

Other Names

• Jeff Malone