Invested Better
Unclaimed

Unclaimed

Unclaimed

Jackson Gunn Calvin

Sage Investment Counsel

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jackson? Claim Your Profile

About Jackson Gunn Calvin

Jackson Gunn Calvin is an Investment Advisor Representative with Sage Investment Counsel. Jackson is registered with the state of Tennessee and has a Series 65 license. Jackson has been with Sage Investment Counsel since June 2020. Jackson has been in the securities industry since January 2020. Jackson is a member of the Sage Investment Counsel team. Jackson is a registered Investment Advisor Representative and has a Series 65 license.

Firm Information

Jackson Calvin is currently registered with Sage Investment Counsel. Sage Investment Counsel is an investment advisor located in FRANKLIN, TN. The firm has 1 licensed agent and 4 investment adviser representatives, with approximately $129,657,303 in regulatory assets under management. They provide portfolio management for individuals, pension consulting, and selection of other advisers. Their client base includes high-net-worth individuals and individuals other than high-net-worth.
Sage Investment Counsel

142 5TH AVENUE NORTH

FRANKLIN, TN 37064

$129.66M

Assets Under Management

1

Total Clients

4

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.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio monitoring & reporting services

Portfolio monitoring & reporting services

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.

check

fixed fees

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

check

percentage of assets

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

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jackson Calvin’s Registration & Firm History

TN

10/16/2020 - Present

Sage Investment Counsel (FRANKLIN TN)

Not sure if Jackson Gunn Calvin is right for you?

Licenses & Designations

IA

Issued 10/07/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jackson Gunn Calvin.
Not sure if Jackson Gunn Calvin is right for you?