Jennifer Elise Myers
Investment adviser representative at Sagevest Wealth Management
19 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$423.2MFirm assets
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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
- Seminars and workshops
Experience
19 years in the industry.
- Sagevest Wealth ManagementMay 2007 to now
- Sage Financial Management Group, IncMay 2007 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Sagevest Wealth Management
Legal name: Sage Financial Management Group, Inc.
$423.2MAssets managed
150Clients
4Advisers
19 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
- 2908448
- Firm CRD
- 143562