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Elisa Denise Jones

Sagespring Wealth Partners

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About Elisa Denise Jones

Elisa Denise Jones is a financial advisor with Sagespring Wealth Partners. Elisa has been in the financial services industry since 2001 and has a Series 6, 7, 63 and 65 licenses. Elisa is registered to provide investment advisory services in Alabama, California, Colorado, Florida, Georgia, Kansas, Tennessee and Texas. Elisa focuses on providing financial planning and portfolio management services to individuals.

Firm Information

Elisa Jones is currently registered with Sagespring Wealth Partners. Sagespring Wealth Partners is a registered investment advisor headquartered in FRANKLIN, TN with approximately $5.5 billion in regulatory assets under management. They provide financial planning, pension consulting, and portfolio management services to individuals and high-net-worth individuals. They also offer a wrap fee program.
Sagespring Wealth Partners

801 CRESCENT CENTRE DRIVE

FRANKLIN, TN 37067

$5.50B

Assets Under Management

Not reported

Total Clients

101

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Elisa Jones’s Registration & Firm History

TN

03/23/2023 - Present

Sagespring Wealth Partners (FRANKLIN TN)

TN

05/16/2011 - 11/07/2016

FIFTH THIRD SECURITIES, INC. (SMYRNA TN)

TN

01/23/2009 - 12/31/2010

SECURITIES AMERICA, INC. (HENDERSONVILLE TN)

TN

10/29/2003 - 01/23/2009

BRECEK & YOUNG ADVISORS, INC. (HENDERSONVILLE TN)

NJ

02/21/2001 - 10/28/2003

FIRST INVESTORS CORPORATION (EDISON NJ)

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Licenses & Designations

IA

Issued 10/01/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/08/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/02/2014

Series 7 - General Securities Representative Examination

BC

Issued 02/20/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Elisa Denise Jones.
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