Jerry Carmody
Jerry Carmody is a registered investment advisor at Sage Portfolio Management LLC, based in Norman, OK, with 17 years of industry experience. Jerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 13 clients with $3.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sage Portfolio Management (SPM) may recommend independent money managers to manage a portion of your assets. SPM monitors the performance of these managers. The fees for these managers, along with fees charged by the broker-dealer/custodian, may be in addition to SPM's advisory fee. SPM also offers non-discretionary investment management services for variable life/annuity products and employer-sponsored retirement plans.
Location
Norman, OK
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jerry has been an insurance agent since 1998. He also dedicates minimal time to financial planning as part of his role as President and CEO of Sage Portfolio Management LLC, and a few hours per week to unpaid career coaching with Carmody Group.
Employment History
Current Registrations
Sage Portfolio Management LLC
Previous Registrations
Woodbury Financial Services, INC.
Lincoln Financial Advisors Corporation
The Capital Chart Room, LTD
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.