CJ

Chris Jenkins

Registered Principal, Invesment Advisor Representative at SagePoint Financial

Chris Jenkins brings extensive expertise to the financial industry, holding the position of Registered Principal and Investment Advisor Representative at SagePoint Financial since April 2005, where securities, insurance, and advisory services are offered. Additionally, Chris has served as President and CEO of CPA Financial Group, Inc. since May 1982, successfully managing an accounting firm that specializes in audits, tax preparation, and estate planning. Educational qualifications include a Bachelor’s Degree in Accounting from the University of Colorado Boulder and a Master’s Degree in Tax Law/Taxation from Golden Gate University.

Location

Laguna Niguel, United States

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SagePoint Financial

In a world where change is constant, SagePoint Financial is changing the paradigm of what you should expect from an independent broker-dealer. We’re doing so by transforming the way we lead into the way we listen. By transforming our customers into collaborators. And by transforming 40 years of experience into know-how that works today – and works for you. While we offer you the resources that come with being a part of one of the largest networks of independent advisors in America, we’re also driven to remain the most flexible, most nimble and most collaborative broker-dealer for your business. So whether it’s offering adaptable solutions that easily conform to your idea of success or providing evolving technologies that enable you to stay ahead of the curve, as the world changes, so do we. And so can you. If you’re ready for a relationship with a broker-dealer that shares your vision of success, join SagePoint. And together, let’s point your business in a whole new direction. SagePoint Financial, Inc. is a registered broker-dealer and registered investment adviser, Member FINRA and SIPC. FINRA: http://www.finra.org/ SIPC: http://www.sipc.org/ Social Media Disclosure: http://sagepointfinancial.com/disclosures/socialmedia


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Employees

201-500

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