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John James Sion

Sage Financial Group Inc.

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About John James Sion

John James Sion is a financial advisor registered with Sage Financial Group Inc. John is registered in Pennsylvania and has been a financial advisor for over 23 years. John has passed the Series 6, 63, and 65 exams. John is also a Certified Financial Planner. John's previous firm was DAS Financial Services, Inc. John has worked in the financial industry since 1998. John specializes in Retirement planning, College savings, Insurance and Annuities, and Estate planning. John is also a Trustee for clients. John is currently registered with Sage Financial Group Inc. and works out of their West Conshohocken, PA office.

Firm Information

John Sion is currently registered with Sage Financial Group Inc.. Sage Financial Group Inc. is an investment advisor based in WEST CONSHOHOCKEN, PA. The firm manages over $3.2 billion in assets for a variety of clients, including high net worth individuals, charitable organizations, and pooled investment vehicles. Sage Financial Group Inc. offers a range of services, including financial planning, portfolio management, and selection of other advisors. They also manage portfolios for individuals, businesses, and pooled investment vehicles.
Sage Financial Group Inc.

FIVE TOWER BRIDGE

WEST CONSHOHOCKEN, PA 19428

$3.21B

Assets Under Management

Not reported

Total Clients

20

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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John Sion’s Registration & Firm History

PA

07/29/2002 - Present

Sage Financial Group Inc. (WEST CONSHOHOCKEN PA)

PA

01/26/2007 - 10/25/2010

DAS FINANCIAL SERVICES, INC. (WEST CONSHOHOCKEN PA)

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Licenses & Designations

BC

Issued 09/06/2007

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 02/21/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/25/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John James Sion.
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