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Jeff Wayne Whaling

Sagespring Wealth Partners

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About Jeff Wayne Whaling

Jeff Whaling is a financial advisor who has been in the industry since August 22, 2019. Jeff is currently registered with the state of Louisiana and Texas. Jeff is also registered with FINRA and the Securities and Exchange Commission. Jeff's current employment is with Sagespring Wealth Partners, a firm that specializes in providing financial advice to individuals and families. Jeff also works with the Whaling Wealth Team, an independent contractor firm. Jeff has a Series 7TO, Series 66, and SIE licenses. Jeff has a strong background in financial planning and portfolio management, as well as insurance. Jeff can assist you with your insurance needs, financial planning, portfolio management, and pension consulting.

Firm Information

Jeff Whaling 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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Jeff Whaling’s Registration & Firm History

TX

10/01/2019 - Present

Sagespring Wealth Partners (Frisco TX)

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Licenses & Designations

BOTH

Issued 09/20/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/23/2019

Series 7TO - General Securities Representative Examination

BC

Issued 07/27/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeff Wayne Whaling.
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