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VERIFIEDJacob Greene
SageSpring Wealth Partners
12 Cadillac Drive, Suite 100
Brentwood, TN 37027
615-637-2072
We Invest In You
About SageSpring Wealth Partners
Building your legacy begins right here, with SageSpring Wealth Partners distinct, holistic approach to financial advice. Our process begins with understanding you, your goals for the present, and your hopes for the future. Then, together, we carefully craft a plan that will guide you toward the life of wealth and financial independence that supports you and the ones you love.
See Disclosures
General Information
Firm Start Year
CRD#
7212425
Firm CRD#
283515
Insurance License#
3001359940
States Licensed in
TN
Years of Experience in Financial Services
6
Number of Years with Current Firm
6
Work with the following types of clients
Businesses, Individual Investors
Advisory Services Provided
Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning
Services
Investment Types
Annuities, Stocks, Bonds, Mutual Funds, Insurance, Alternative Investments, Exchange Traded Funds (ETFs)
Can meet clients in the following ways
Your Office, Email, Phone, Our Office, Your Home, Our Offices, Video Conference
Compliance
Registered Investment Advisor
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®
Securities Licenses
Series 7, Series 66
Insurance and Annuity Licenses
Long Term Care, Life, Health, Disability
Firm Information
Advisor's Number of Clients
150
Advisor's Number of Managed Clients
150
Advisor's Number of Planning Clients
120
Total Assets Under Management by Advisor
$50,000,000
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$100,000
Compensation Methods
Based on Assets
Education
Bachelor of Arts - Psychology and Philosophy
University of Tennessee
08/01/2009 -12/15/2014
Disclosures
RetirementPlanning.net provides referrals to financial professionals. RetirementPlanning.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1893864/retirementplanning-SageSpring-Wealth-Partners-detailed-disclosure.html