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Jason William Poe

Sagespring Wealth Partners

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About Jason William Poe

Jason William Poe is a financial advisor who has been in the industry since 2000. Jason is currently registered with Sagespring Wealth Partners, a firm based in Franklin, TN. Jason is also registered in 21 states as a broker-dealer, including Texas, Florida, California, and Illinois. In addition to providing investment advice, Jason also holds a Series 24 license and specializes in financial planning and portfolio management for both individuals and businesses.

Firm Information

Jason Poe 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 Poe’s Registration & Firm History

TX

09/29/2016 - Present

Sagespring Wealth Partners (Frisco TX)

TX

01/26/2001 - 10/30/2006

AXA ADVISORS, LLC (PLANO TX)

TX

01/27/2000 - 12/20/2000

INSTITUTIONAL EQUITY CORPORATION (DALLAS TX)

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Licenses & Designations

IA

Issued 02/02/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/22/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/29/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/26/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason William Poe.
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