Unclaimed
Jeniah Jeffers is an Investment Advisor Representative at Sage Mountain Advisors, LLC. Jeniah is registered to provide investment advisory services in Georgia. Jeniah has been in the industry since 2013 and specializes in financial planning, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Minimum fees and reporting fees
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GA
03/01/2024 - Present
Sage Mountain Advisors, LLC (ATLANTA GA)
IA
Issued 02/01/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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