Jennifer Myers has been President of Sage Financial Management Group since March 2007, is a control person of the firm and directly owns 75% or more of it. Jennifer Myers holds a Bachelor of Business Administration (BBA) from The George Washington University and a Master of Business Administration (MBA) from The George Washington University.
Sage Financial Management Group, Inc. is a McLean, VA firm with $423M under management, 150 clients and 4 advisers in one office, as of its June 2026 filing.
Jennifer E. Myers is President and Wealth Advisor of SageVest Wealth Management. She has more than two decades of experience in the financial industry and serves as Chair of the firm's Investment Committee. Before establishing SageVest, she served as partner in a local RIA firm and provided financial and business analysis for Unisys and the U.S. Postal Service.
Jennifer Myers’ longest registration is the current one, 19 years at Sage Financial Management Group since 2007. Before joining Sage Financial Management Group in 2007, Jennifer Myers was registered through Freed Myers.
- Sagevest Wealth ManagementCurrent– present · 19 yearsMcLean, VA · Adviser representative · Firm CRD 143562
- Freed Myers– · 9 yearsChevy Chase, MD · Adviser representative · Firm CRD 104743
Professional designations
Listed by Sage Financial Management Group
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Accredited Estate Planner® (AEP®)
Investment adviser representative registrations
Jennifer Myers is registered as an investment adviser representative in 2 states. The first approvals date from May 2007; the most recent is Texas, in February 2022.
- TexasSince 18 February 2022
- VirginiaSince 21 May 2007
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 12 June 1997 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jennifer Elise Myers
- CRD
- 2908448
- Firm
- Sage Financial Management Group · CRD 143562
- Role
- President
- Office
- 1320 OLD CHAIN BRIDGE ROAD, SUITE 250, McLean, VA 22101
- Registration
- Investment adviser registration
- In the industry since
- July 1997
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sagevestwealth.com
Where does Jennifer Myers work?
Jennifer Myers has been President of Sage Financial Management Group, Inc. since March 2007, and is a control person of the firm.
Is Jennifer Myers a financial advisor?
Yes. Jennifer Myers has a current investment-adviser registration in Texas and Virginia, through Sage Financial Management Group since May 2007.
How many years of experience does Jennifer Myers have?
Jennifer Myers has 29 years in the financial industry, since July 1997, across 2 adviser firms.
What exams has Jennifer Myers passed?
Jennifer Myers passed the Series 65 in June 1997.
Where did Jennifer Myers work before Sage Financial Management Group?
Before Sage Financial Management Group, Jennifer Myers was registered through Freed Myers, July 1997 to May 2007.
Where is Jennifer Myers based?
Jennifer Myers’ registered office is in McLean, VA.
Is Jennifer Myers registered with FINRA?
No. Jennifer Myers has no current broker registration.
Is Jennifer Myers a CFP?
Sage Financial Management Group lists Jennifer Myers with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Jennifer E. Myers, CFP®, AEP® biography, sagevestwealth.com
How can I verify Jennifer Myers’ record?
Search CRD 2908448 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jennifer Myers’ full registration record.