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RIA / WealthAdvisorCertified Financial Planner28 years in industry

JOHN JAMES SION

Advisor at SAGE FINANCIAL GROUP INC.

WEST CONSHOHOCKEN, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:baa719d2-ddbb-5ea0-6cf9-5e1fa2d4ca53

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 1, 1998 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

John James Sion

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SAGE FINANCIAL GROUP INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 1, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 24derivedfrom the current registration's begin date
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Feb 21, 2002
Dual registered: no
IAPD individual key: 4569836

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SAGE FINANCIAL GROUP INC.	Independent wealth	Jul 29, 2002	n/a	yes	WEST CONSHOHOCKEN, PA	Current employment

Relationships

Registered with (1)

→ SAGE FINANCIAL GROUP INC.Registered adviserregistration: current employment
Jul 29, 2002 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:baa719d2-ddbb-5ea0-6cf9-5e1fa2d4ca53
First observed: Mar 1, 1998
Last observed: Sep 14, 2026 6 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.

JOHN JAMES SION

Advisor at SAGE FINANCIAL GROUP INC.

WEST CONSHOHOCKEN, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:baa719d2-ddbb-5ea0-6cf9-5e1fa2d4ca53

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:38 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

SAGE FINANCIAL GROUP INC.

Independent wealth

Jul 29, 2002

n/a

yes

WEST CONSHOHOCKEN, PA

Current employment