Best Investors Account Sign in
Inactive

Jonathan Jeffrey Sagil

Edelman Financial Engines

Tampa, FL

Claim This Profile
Current Employers
Edelman Financial Engines

3945 Freedom Circle, Santa Clara, CA 95054 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-10-20
TX RA APPROVED 2025-10-15
  • FL RA
    APPROVED
    Since 2025-10-20
  • TX RA
    APPROVED
    Since 2025-10-15

Branch Locations

Tampa, FL • 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
Fisher Investments Tampa FL 02/2024 09/2025
Autonation Toyota Pinellas Park Pinellas Park FL 05/2018 01/2024
Autonation Honda Clearwater Clearwater FL 03/2018 06/2019
Mangrove Bay Golf Course Saint Petersburg FL 01/2016 02/2018
Edelman Financial Engines Santa Clara CA 10/2025 Present
  • 02/2024 → 09/2025
    Fisher Investments
    Tampa, FL
  • 05/2018 → 01/2024
    Autonation Toyota Pinellas Park
    Pinellas Park, FL
  • 03/2018 → 06/2019
    Autonation Honda Clearwater
    Clearwater, FL
  • 01/2016 → 02/2018
    Mangrove Bay Golf Course
    Saint Petersburg, FL
  • 10/2025 → Present
    Edelman Financial Engines
    Santa Clara, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-13
  • S65 Uniform Investment Adviser Law Examination
    2024-06-13
Other Names
  • Jonathan Sagil

View on SEC IAPD

More in Tampa, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor