Jerry Boda, financial advisor Flower Mound TX

Jerry Boda

CRD Number: 1255317
Current Firm: Sagepoint Financial, Inc.

Jerry Boda (CRD# 1255317) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Flower Mound, TX and has over 29 years of experience in the finance industry. Jerry Boda has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Sagepoint Financial, Inc. Flower Mound, TX Jan 2009 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1990
S65 NASAA Investment Advisors Law Examination May 1999
Contact Info for Jerry Boda
Phone Number: 1-800-552-3319 EXT 2606
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    7,988
    MILLIONS
  • Total Number of Accounts
    42,989
    ACCOUNTS
  • Average Account Value
    $185,820
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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