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Jeffrey Thomas Dobyns

Sagespring Wealth Partners

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About Jeffrey Thomas Dobyns

Jeffrey Thomas Dobyns is a financial advisor with Sagespring Wealth Partners. Jeffrey has been in the financial industry since 1998 and is registered in 52 states and jurisdictions. Jeffrey specializes in providing financial planning, pension consulting, and portfolio management for individuals. Jeffrey holds the Series 6, 7, 24, 31, 51 and 63 securities licenses. Jeffrey is a Certified Financial Planner and a Chartered Financial Consultant.

Firm Information

Jeffrey Dobyns 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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Jeffrey Dobyns’s Registration & Firm History

TN

02/13/2017 - Present

Sagespring Wealth Partners (Franklin TN)

TX

10/02/1998 - 02/08/2002

H.D. VEST INVESTMENT SERVICES (DALLAS TX)

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Licenses & Designations

BC

Issued 04/08/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/22/2007

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 09/11/2002

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/03/2007

Series 31 - Futures Managed Funds Examination

BC

Issued 02/01/1999

Series 7 - General Securities Representative Examination

BC

Issued 09/22/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Thomas Dobyns.
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