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Jason Thomas Plunkett

Sagespring Wealth Partners

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About Jason Thomas Plunkett

Jason Plunkett is a financial advisor who has been in the industry since 2006. Jason is currently registered with Sagespring Wealth Partners, a firm that provides financial planning, portfolio management and pension consulting services. Prior to this, Jason has worked with several other firms, including Proequities, Inc., The Leaders Group, Inc., Lincoln Financial Distributors, Inc., and AIG SunAmerica Capital Services, Inc. Jason holds multiple licenses and designations, including Series 6, Series 7, Series 63, and Series 66.

Firm Information

Jason Plunkett 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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Jason Plunkett’s Registration & Firm History

TN

02/01/2018 - Present

Sagespring Wealth Partners (Franklin TN)

AL

05/06/2014 - 01/25/2016

PROEQUITIES, INC. (BIRMINGHAM AL)

CO

02/20/2014 - 04/02/2014

THE LEADERS GROUP, INC. (LITTLETON CO)

PA

01/22/2007 - 01/16/2013

LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)

NJ

02/23/2005 - 01/03/2007

AIG SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)

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Licenses & Designations

BOTH

Issued 05/29/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/28/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/22/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 11/15/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jason Thomas Plunkett. Review regulatory record here.
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