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Jared P
Series 63, Series 65
Mesa, AZ
Sage Advice Financial LLC
Jared Peck is the sole advisor at Sage Advice Financial LLC, an independent firm based in Mesa, Arizona. He holds Series 63 and Series 65 licenses and began his advisory career in 2025 following extensive prior experience in the transportation industry. In addition to his advisory role, he provides fractional CFO services to small and mid-sized companies, including Ascend Transportation. Sage Advice Financial LLC offers ongoing portfolio management for individuals, high-net-worth clients, and business entities, delivering customized investment policy statements and discretionary implementation. The firm combines long-term strategic allocation with an optional active equity trading approach that utilizes weekly model updates, sector rotation, and multiple analytical methods, alongside a disclosed outside fractional CFO service.
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