Jeffrey William Malone
Investment adviser representative at Sage Capital Advisors, LLC
13 yearsExperience
2 statesRegistered in
$672.8MFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Sage Capital Advisors, LLCJun 2013 to now
- Malone Capital Advisors, LLCJun 2013 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1992
State registrations
Registered as an investment adviser representative in 2 states (MN, SD).
Sage Capital Advisors, LLC
$672.8MAssets managed
232Clients
8Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2141255
- Firm CRD
- 136577