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Jeffrey Pierce Atchison

Sageguard Financial Group, LLC

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About Jeffrey Pierce Atchison

Jeffrey Atchison is a financial advisor at Sageguard Financial Group, LLC, and is registered as an Investment Advisor Representative (IAR) in Texas. Jeffrey has been in the industry since January 2013. Jeffrey also owns Great Elm Properties, LLC and invests in real estate. Jeffrey is a Series 65 licensed advisor and holds a Uniform Investment Adviser Law Examination. Jeffrey specializes in financial planning, portfolio management for individuals and businesses, and educational seminars. The Sageguard Financial Group, LLC is an independent financial advisor and is located in Goodlettsville, TN. Jeffrey provides financial planning and portfolio management for individuals and businesses. The firm has over 607 million dollars in assets under management, which includes approximately 200 million dollars of discretionary assets. Jeffrey Atchison and Sageguard Financial Group, LLC focus on providing financial advice and investment management services to both high-net-worth individuals and individuals other than high-net-worth.

Firm Information

Jeffrey Atchison is currently registered with Sageguard Financial Group, LLC. Sageguard Financial Group, LLC is an investment advisor headquartered in GOODLETTSVILLE, TN. They provide financial planning, educational seminars, and portfolio management services to individuals and high-net-worth individuals. The firm has approximately $607,720,000 in regulatory assets under management. Their website is HTTP://WWW.SAGEGUARDFINANCIAL.COM.
Sageguard Financial Group, LLC

3066 BUSINESS PARK CIRCLE

GOODLETTSVILLE, TN 37072

$607.72M

Assets Under Management

Not reported

Total Clients

12

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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Jeffrey Atchison’s Registration & Firm History

TN

12/22/2022 - Present

Sageguard Financial Group, LLC (GOODLETTSVILLE TN)

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Licenses & Designations

IA

Issued 11/20/2010

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Pierce Atchison.
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