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Current Employers
Sage Financial Group Inc.

Five Tower Bridge 300 Barr Harbor Drive, Suite 200, West Conshohocken, PA 19428 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2017-09-13
  • PA RA
    APPROVED
    Since 2017-09-13

Branch Locations

Five Tower Bridge 300 Barr Harbor Drive, Suite 200, West Conshohocken, PA 19428 • 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
OrganizationCityStateFromTo
Cordasco Financial Network, Llc Philadelphia PA 03/2012 08/2017
Andrew Garrett, Inc Philidelphia PA 08/2012 08/2017
Wisdom Planning, Llc Haddonfield NJ 02/2014 08/2017
Sage Financial Group W. Conshohocken PA 08/2017 Present
  • 03/2012 → 08/2017
    Cordasco Financial Network, Llc
    Philadelphia, PA
  • 08/2012 → 08/2017
    Andrew Garrett, Inc
    Philidelphia, PA
  • 02/2014 → 08/2017
    Wisdom Planning, Llc
    Haddonfield, NJ
  • 08/2017 → Present
    Sage Financial Group
    W. Conshohocken, PA
Previous Registrations
  • 2012-05-18 → 2017-07-07
    Cordasco Financial Network, Inc.
    Naples, FL
  • 2014-02-28 → 2017-07-07
    Wisdom Planning, Llc
    Naples, FL
    Philadelphia, PA
Other Businesses

Mr. Mardinly has been an Adjunct Professor at Temple University, located at 1801 N Broad St, Philadelphia, PA 19122 since August 2014. Temple University is a higher education institution and not an investment-related business. He teaches a course entitled "Investing for the Future" which covers personal financial planning and the fundamentals of investing. He spends 2-3 hours per week, outside of securities trading hours, when class is in session.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-05-17
S63 Uniform Securities Agent State Law Examination 2010-12-17
  • S65 Uniform Investment Adviser Law Examination
    2012-05-17
  • S63 Uniform Securities Agent State Law Examination
    2010-12-17
Designations
Other Names
  • Jason Madinly

View on SEC IAPD

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