Jerry James Schuder
Investment adviser representative at Sage Investment Advisers LLC
15 yearsExperience
2 statesRegistered in
$268.4MFirm assets
7 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
Experience
15 years in the industry.
- Sage Investment Advisers LLCJul 2019 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Jul 2019
- Wells Fargo Advisors LLCApr 2011 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 2 states (FL, NY).
Sage Investment Advisers LLC
$268.4MAssets managed
307Clients
3Advisers
7 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
- 2573583
- Firm CRD
- 304559