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Jamisen Michael Allen

Sage Advisory Services Ltd. Co.

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About Jamisen Michael Allen

Jamisen Michael Allen is a financial advisor with Sage Advisory Services Ltd. Co. in Austin, TX. Jamisen has been in the industry since 2012. Jamisen is a Chartered Financial Analyst and has a Series 66, Series 7 and SIE license. Prior to joining Sage Advisory Services Ltd. Co., Jamisen worked at J.P. MORGAN SECURITIES LLC and SECURIAN FINANCIAL SERVICES, INC. Jamisen specializes in retirement planning, portfolio management for individuals and businesses, and investment planning. Jamisen is also the owner of Lonestar Defense Institute, LLC, a firearm and self-defense instruction company.

Firm Information

Jamisen Allen is currently registered with Sage Advisory Services Ltd. Co.. Sage Advisory Services Ltd. Co. is an investment advisor headquartered in Austin, TX. They manage approximately $22.7 billion in assets and serve a variety of clients, including high-net-worth individuals, corporations, charitable organizations, pension plans, and insurance companies. The firm offers portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They also provide pension consulting and model provision strategies.
Sage Advisory Services Ltd. Co.

5900 SOUTHWEST PARKWAY

AUSTIN, TX 78735-6202

$22.69B

Assets Under Management

15

Total Clients

34

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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model provision strategies

Model provision strategies

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jamisen Allen’s Registration & Firm History

TX

03/09/2022 - Present

Sage Advisory Services Ltd. Co. (AUSTIN TX)

TX

05/16/2016 - 02/26/2022

J.P. MORGAN SECURITIES LLC (CEDAR PARK TX)

CA

10/05/2012 - 05/17/2016

SECURIAN FINANCIAL SERVICES, INC. (NEWPORT BEACH CA)

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Licenses & Designations

BOTH

Issued 11/20/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/04/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jamisen Michael Allen.
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