Jeffrey E Karpel
Investment adviser representative at Sage Financial Group Inc.
20 yearsExperience
1 stateRegistered in
$4.3BFirm assets
23 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Sage Financial Group Inc.Mar 2006 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (PA).
Sage Financial Group Inc.
$4.3BAssets managed
1,116Clients
20Advisers
23 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
- 5195945
- Firm CRD
- 116574