Jordan Cole has been CFO of Sage Advisors since June 2018, is not listed as a control person, but directly owns between 10% and 25% of the firm.
Sage Advisors, LLC is an Edmonds, WA firm with $575M under management, 690 clients and 4 advisers across 4 offices, as of its January 2026 filing.
Jordan Cole’s longest registration was 8 years at KMS Financial Services, Inc (2011–2019). Before joining Sage Advisors in 2019, Jordan Cole was registered through KMS Financial Services, Inc.
- KMS Financial Services, Inc– · 8 yearsEdmonds, WA · Adviser representative · Firm CRD 3866
Investment adviser representative registrations
Jordan Cole is registered as an investment adviser representative in Washington, since May 2019.
- WashingtonSince 28 May 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 25 August 2011 |
| Series 7 | General Securities Representative Examination | 19 August 2011 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jordan Donald Cole
- CRD
- 5965525
- Firm
- Sage Advisors · CRD 301328
- Role
- CFO
- Office
- 115 2ND AVENUE NORTH, SUITE 200, Edmonds, WA 98020
- Registration
- Investment adviser registration
- In the industry since
- August 2011
- Disciplinary history
- Not yet shown here · SEC record
Where does Jordan Cole work?
Jordan Cole has been CFO of Sage Advisors, LLC since June 2018.
Is Jordan Cole a financial advisor?
Yes. Jordan Cole has a current investment-adviser registration in Washington, through Sage Advisors since May 2019.
How many years of experience does Jordan Cole have?
Jordan Cole has 15 years in the financial industry, since August 2011, across 2 adviser firms.
What exams has Jordan Cole passed?
Jordan Cole has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in August 2011. FINRA credited Jordan Cole with the SIE, which began in October 2018.
Where is Jordan Cole based?
Jordan Cole’s registered office is in Edmonds, WA.
Is Jordan Cole registered with FINRA?
No. Jordan Cole has no current broker registration.
How can I verify Jordan Cole’s record?
Search CRD 5965525 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jordan Cole’s full registration record.