Johnathan Hendrix, financial advisor Sarasota FL

Johnathan Hendrix

CRD Number: 4543970
Current Firm: Sagepoint Financial, Inc.

Johnathan Hendrix (CRD# 4543970) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Sarasota, FL and has over 18 years of experience in the finance industry.

Similar Advisors
Angela Wentz, financial advisor Sarasota FL
Angela Wentz
CRD# 6120456
Sage Wealth Consulting, LLC
Similar Advisors
Scott Aabel, financial advisor Sarasota FL
Scott E. Aabel
CRD# 1493667
Spire Wealth Management, LLC
Similar Advisors
Eric Abbott, financial advisor Sarasota FL
Eric R. Abbott
CRD# 4331367
Morgan Stanley
Company Name Location Dates Years
Sagepoint Financial, Inc. Phoenix, AZ Jan 2009 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2002
S66 NASAA Uniform Combined State Law Examination Feb 2020
Contact Info for Johnathan R. Hendrix
Phone Number: 1-800-552-3319 EXT 2606
Registered State(s):
  • FL
  • VA
By the Numbers
  • Total Assets Under Management
    9,995
    MILLIONS
  • Total Number of Accounts
    46,390
    ACCOUNTS
  • Average Account Value
    $215,462
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.