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Jack Raymond Kulpa

Investment Adviser Representative at SAGE ADVISORY SERVICES LTD CO

Allentown, NJCRD #2587164Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
29 yrs
States Registered
1 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
New Jersey
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 5/20/2024
Series 65
Uniform Investment Adviser Law Examination
Passed 9/25/2015
SIE
Securities Industry Essentials Examination
Passed 1/19/2024
Series 7
General Securities Representative Examination
Passed 6/26/1995

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

SAGE Advisory Services Ltd Co Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

SAGE ADVISORY SERVICES LTD COCurrent
10/7/2025Allentown, NJ
ANCHOR CAPITAL ADVISORS LLC
12/18/20179/30/2025Boston, MA
VIRTUS INVESTMENT ADVISERS, INC.
9/25/20159/9/2021Allentown, NJ

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jack Raymond Kulpa has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Jack Raymond Kulpa - Financial Advisor in Allentown, NJ | AdvisorFinder