Jamisen M. Allen
March 15, 2022 By Sage Advisory
Jamisen serves as the Regional Director for the Greater West, representing Sage’s fixed income and ETF investment management services. He is passionate about helping financial advisors to prudently steward their clients’ assets in a way that helps them meet their goals. Jamisen started his career in 2012 managing retail portfolios at Tax & Financial Group in Newport Beach, CA. From there, he joined JP Morgan as an Investment Product Specialist helping to train financial advisors across the country and assisting them to grow their business. Jamisen earned his B.A. in Business Administration with a concentration in Finance from California State University, Fullerton. He was awarded the CFA Charter in 2015 and is a member of the CFA Institute and CFA Society Austin. He and his wife enjoy traveling, spending time on the golf course, and exploring Central Texas with their dog.