This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

SAGE ADVISORY SERVICES LTD CO

Current firm class

mixed wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Nov 20, 2012earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Chartered Financial Analyst

Exams

S66

First exam

Nov 20, 2012

First registration

Dec 4, 2012

Dual registered

no

IAPD individual key

6097657

• Occurred

  Feb 26, 2022
  Advisor changed firm

  Jamisen Michael Allen left J.P. Morgan Securities Llc for Sage Advisory Services Ltd Co (registered 2022-03-09)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:56b58ad7-8062-fa5c-cf9e-3dc1072600f0

First observed

Dec 4, 2012

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.