Jordan Cole
Sage Advisors · Edmonds, Washington
Jordan Cole is a fee-only financial advisor at Sage Advisors in Edmonds, Washington, who holds the CFP and CFA credentials. Sage Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Sage Advisors |
|---|---|
| Based in | Edmonds, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $575.1M across 690 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in WA · CRD 5965525 |
| Exams passed | Series 66 (2011) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.sageadvisorsllc.com |
| Profile |
How Jordan's firm compares
- Sage Advisors's average account is about $834,000, from its Form ADV (assets managed divided by 690 accounts).
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Questions about Jordan
Is Jordan Cole a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jordan holds no broker registration, and Sage Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jordan charge for financial advice?
Jordan's firm, Sage Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jordan Cole based?
Jordan Cole is based in Edmonds, Washington.
What credentials does Jordan Cole hold?
Jordan Cole holds the CFP and CFA credentials.
Is Jordan Cole registered with the SEC?
Yes. Jordan Cole is registered as an investment adviser representative in WA (CRD 5965525), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sage Advisors manage?
Sage Advisors reports $575.1M across 690 accounts in assets under management.
How do I contact Jordan Cole?
Through Jordan's website, www.sageadvisorsllc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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