Unclaimed Profile

Jorge A Bernal

SAGEVIEW ADVISORY GROUP, LLC·NEWPORT BEACH, California

SIE, Series 7, Series 24, Series 63Clean recordSAGEVIEW ADVISORY GROUP, LLC

4000 MACARTHUR BLVD., NEWPORT BEACH, CA 92660CRD# 5645251Firm CRD# 126777

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jorge A Bernal · NEWPORT BEACH, CA

Registration

CRD #5645251 · SAGEVIEW ADVISORY GROUP, LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SAGEVIEW ADVISORY GROUP, LLC

CRD 126777 · SEC 801-64265

AUM

$202.6B

Regulatory assets under management

Employees

262

34,543 client accounts

Services offered by SAGEVIEW ADVISORY GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at SAGEVIEW ADVISORY GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Jorge A Bernal offer?

Jorge A Bernal specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEWPORT BEACH, California for a consultation.

What are Jorge A Bernal's credentials?

Jorge A Bernal is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jorge A Bernal located?

Jorge A Bernal is based in NEWPORT BEACH, California, working with SAGEVIEW ADVISORY GROUP, LLC. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.

How does Jorge A Bernal charge for services?

Jorge A Bernal's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SAGEVIEW ADVISORY GROUP, LLC?

SAGEVIEW ADVISORY GROUP, LLC has approximately 262 employees and manages $202.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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