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Jeffery Timlin

Vice President at Sage Advisory Services

Investment adviser registrationAustin, TXSEC record checked 17 October 2026

23
Years in the industry
23
Years at the firm
1
Adviser firms
1
State registrations

IAPD record retrieved 17 October 2026SEC record

Jeffery Timlin is Vice President of Sage Advisory Services LTD Co, a Austin investment adviser managing $28.4B. Jeffery Timlin has been registered through Sage Advisory Services since 18 March 2003, has 23 years in the industry across 1 firm and has passed the Series 65 and Series 3.

Role at Sage Advisory Services

Title on Schedule A
Vice President
Control
Jeffery Timlin is not a control person of Sage Advisory Services.
Ownership
The filed direct ownership band is 5% to 10%.
Tenure
Jeffery Timlin has held the filed role since July 2009.

The firm

Sage Advisory Services LTD Co
Austin, TX

Form ADV filed 30 March 2026

$28.4B AUM14,363 clients37 advisers1 offices

Career on record

Jeffery Timlin has been registered through Sage Advisory Services since March 2003.

Firms and exams, newest first
  1. Passed Series 3 · 2012
  2. Sage Advisory Services Ltd CoCurrent
    – present · 24 years
    Austin, TX · Adviser representative · Firm CRD 106236
  3. Passed Series 65 · 2003

Registrations and exams

Jeffery Timlin has a current investment-adviser registration in Texas and has passed 2 qualifying exams.

Texas18 March 2003
Scope
Investment adviser representative
Status
Approved

Examinations

Series 6517 March 2003
Name
Uniform Investment Adviser Law Examination
Series 318 December 2012
Name
National Commodity Futures Examination

Individual record

Full name
Jeffery Scott Timlin
CRD
2958865
Firm
Sage Advisory Services LTD Co
Registration status
Investment adviser registration
Office
5900 SOUTHWEST PARKWAY, BUILDING 1, SUITE 100, Austin, TX 78735-6202

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Common questions

Where does Jeffery Timlin work?

Jeffery Timlin has been Vice President of Sage Advisory Services LTD Co since July 2009.

Source: Form ADV, Schedule A, filed 30 March 2026

Is Jeffery Timlin a financial advisor?

Yes. Jeffery Timlin has a current investment-adviser registration in Texas, through Sage Advisory Services since March 2003, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

How many years of experience does Jeffery Timlin have?

Jeffery Timlin has worked in the financial industry for 23 years as of 17 October 2026, counted from 17 March 2003, across 1 adviser firm.

Source: IAPD individual record, checked 17 October 2026

What exams has Jeffery Timlin passed?

Jeffery Timlin has passed 2 licensing exams: the Series 65 and Series 3. The earliest, the Series 65, was passed in March 2003.

Source: IAPD individual record, checked 17 October 2026

Where is Jeffery Timlin based?

Jeffery Timlin’s registered office is in Austin, TX.

Source: IAPD individual record, checked 17 October 2026

Leadership at Sage Advisory Services

Sources

  1. IAPD individual record, CRD 2958865. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Sage Advisory Services LTD Co, filed 30 March 2026. Title, control and ownership bands.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Jeffery Timlin or Sage Advisory Services LTD Co and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.