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Jennifer Elizabeth Hall

Investment adviser representative at Sage, Rutty & Co., Inc.
13 yearsExperience
1 stateRegistered in
$3.5BFirm assets
36 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 assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

13 years in the industry.

  1. Sage, Rutty & Co., Inc.Mar 2025 to now
  2. HomemakerJun 2024 to Mar 2025
  3. Pictona At Holly HillSep 2022 to Jun 2024
  4. HomemakerNov 2016 to Sep 2022
  5. Self-employedSep 2013 to Nov 2016

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (FL).

Sage, Rutty & Co., Inc.

$3.5BAssets managed
8,613Clients
45Advisers
36 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
8145377
Firm CRD
3254
Advisor's SEC record (opens in a new tab)
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