Jack Raymond Kulpa

Sage Advisory Services LTD CO

28 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningSocially Responsible Investing

Sage Advisory Services LTD CO

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

39 advisors

Number of Clients

12,206 clients

Average Client Portfolio

$2.0M average

Assets Under Management

$25.0B

Fee Structure

Minimum Investment:$75K

Financial Planning:Investment management only

Location

Two International Place, Suite 2110, Boston, MA, 02110-4104

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Sage Advisory Services LTD CO

October 2025 - Present · 4 mos

Previous Registrations

Anchor Capital Advisors LLC

December 2017 - September 2025 · 7 yrs 9 mos

Virtus Investment Advisers, INC.

September 2015 - September 2021 · 6 yrs

Vp Distributors LLCBroker

May 2015 - November 2016 · 1 yr 6 mos

American Century Investment Services INC.Broker

November 2003 - April 2015 · 11 yrs 5 mos

Blackrock Investments, INC.Broker

March 1997 - November 2003 · 6 yrs 8 mos

Oppenheimer & CO., INC.Broker

July 1995 - August 1995 · 1 mo

State Registrations2 states

NJTX

Advisor

Exams

No exam information available for this advisor.