Johnathon Sawaged (CRD# 7061837) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Poughkeespie, NY and has over 3 years of experience in the finance industry.
CRD# 7025158
Oppenheimer & Company Inc.
CRD# 5619407
Edward Jones
CRD# 6166926
Morgan Stanley
| Company Name | Location | Dates | Years |
|---|---|---|---|
| B. Riley Wealth Management | Poughkeepsie, NY | Jul 2022 - Current | < 1 |
| B. Riley Wealth Advisors | Poughkeepsie, NY | Nov 2019 - Current | 3 |
| National Securities Corporation | Poughkeepsie, NY | May 2019 - Jul 2022 | 3 |
| National Tax & Financial Serivces | Poughkeespie, NY | Jan 2019 - May 2019 | < 1 |
| Arlington Autos, Inc. | Poughkeepsie, NY | Apr 2018 - Jan 2019 | < 1 |
| Arlington Auto, S Inc. | Poughkeepsie, NY | Sep 2015 - Mar 2018 | 2 |
| Kmart | Poughkeepsie, NY | Oct 2013 - Jun 2015 | 1 |
| Arlington Autos , Inc. | Poughkeepsie, NY | Jun 2013 - Oct 2013 | < 1 |
| Full-time Student | Poughkeespie, NY | May 2008 - Jun 2013 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2019 |
- NJ
- NY
-
Total Assets Under Management6,501MILLIONS
-
Total Number of Accounts16,778ACCOUNTS
-
Average Account Value$387,481
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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
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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