Jake Pendl has been an investment adviser representative at Sagace Wealth Management since May 2024, and is not listed among the firm’s executive officers or direct owners. Jake Pendl holds a Bachelor's degree in Finance from Eastern Connecticut State University.
Sagace Wealth Management, LLC is a St. Petersburg, FL firm with $163M under management, 80 clients and 7 advisers in one office, as of its February 2026 filing.
Jake Pendl is Financial Planner and Client Services Associate of Sagace Wealth Management, based in St. Petersburg, FL. Having spent his career in financial planning and wealth management, he provides clients with holistic financial planning, helping them achieve their long-term goals.
Jake Pendl’s longest registration is the current one, 2 years at Sagace Wealth Management since 2024. Before joining Sagace Wealth Management in 2024, Jake Pendl was registered through MML Investors Services, LLC and Park Avenue Securities LLC.
- Sagace Wealth ManagementCurrent– present · 2 yearsSt. Petersburg, FL · Adviser representative · Firm CRD 307212
- MML Investors Services, LLC– · under a yearWest Hartford, CT · Adviser representative · Firm CRD 10409
- Park Avenue Securities LLC– · under a yearNew Haven, CT · Adviser representative · Firm CRD 46173
Professional designations
Listed by Sagace Wealth Management
- Certified Financial Planner (CFP®)
Investment adviser representative registrations
Jake Pendl is registered as an investment adviser representative in Florida, since May 2024.
- FloridaSince 24 May 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 6 May 2022 |
| Series 63 | Uniform Securities Agent State Law Examination | 25 March 2022 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 18 March 2022 |
| SIE | Securities Industry Essentials Examination | 4 February 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Jake Eddy Pendl
- CRD
- 7482676
- Firm
- Sagace Wealth Management · CRD 307212
- Office
- 877 EXECUTIVE CENTER DRIVE WEST, SUITE 100, St. Petersburg, FL 33702
- Registration
- Investment adviser registration
- In the industry since
- October 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sagacewealth.com
Where does Jake Pendl work?
Jake Pendl is an investment adviser representative registered through Sagace Wealth Management, LLC since May 2024, and is not listed among the firm’s executive officers or direct owners.
Is Jake Pendl a financial advisor?
Yes. Jake Pendl has a current investment-adviser registration in Florida, through Sagace Wealth Management since May 2024.
How many years of experience does Jake Pendl have?
Jake Pendl has 3 years in the financial industry, since October 2022, across 3 adviser firms.
What exams has Jake Pendl passed?
Jake Pendl has passed 4 licensing exams: the SIE, Series 6TO, Series 63 and Series 65. The earliest, the SIE, was passed in February 2022.
Where did Jake Pendl work before Sagace Wealth Management?
Before Sagace Wealth Management, Jake Pendl was registered through MML Investors Services, LLC, April 2023 to April 2024; Park Avenue Securities LLC, May 2022 to October 2022.
Where is Jake Pendl based?
Jake Pendl’s registered office is in St. Petersburg, FL.
Is Jake Pendl registered with FINRA?
No. Jake Pendl has no current broker registration.
Is Jake Pendl a CFP?
Sagace Wealth Management lists Jake Pendl with the CFP credential (“Certified Financial Planner (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Jake Pendl’s record?
Search CRD 7482676 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jake Pendl’s full registration record.
