Jake Eddy Pendl

Employer firm

Sagace Wealth Management CRD 307212

$163M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• ADVISORY CONSULTING

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

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

Current Employers

Employment History

• 11/2018 → 05/2019
  Oakwood Sports Center
  Glastonbury, CT
• 01/2020 → 05/2021
  Fedex
  Willington, CT
• 08/2017 → 05/2021
  Eastern Connecticut State University
  Willimantic, CT
• 05/2021 → 02/2022
  Unemployed
  Bloomfield, CT
• 02/2022 → 10/2022
  National Financial Network
  New Haven, CT
• 08/2013 → 06/2017
  Cromwell High School
  Cromwell, CT
• 03/2022 → 09/2022
  Park Avenue Securities, Llc
  New Haven, CT
• 02/2022 → 10/2022
  Guardian Life Insurance Company
  New Haven, CT
• 10/2022 → 04/2024
  Mml Investors Services, Llc
  West Hartford, CT
• 03/2023 → 04/2024
  Massmutual Life Insurance Company
  West Hartford, CT
• 04/2024 → Present
  Sagace Wealth Management Llc
  St. Petersburg, FL

Previous Registrations

• 2023-04-26 → 2024-04-25
  Mml Investors Services, Llc
  West Hartford, CT
• 2022-05-19 → 2022-10-06
  Park Avenue Securities Llc
  New Haven, CT

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-05-06
• S63 Uniform Securities Agent State Law Examination
  2022-03-25