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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Morris is a financial advisor registered with Sagespring Wealth Partners in Franklin, Tennessee. Jennifer has been in the industry since 2008. Jennifer has experience working with high-net-worth individuals as well as individuals other than high-net-worth. The firm provides financial planning and portfolio management for individuals. Jennifer's primary focus is on providing clients with customized financial solutions designed to help them reach their goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TN
03/06/2024 - Present
Sagespring Wealth Partners (FRANKLIN TN)
TN
06/01/2023 - 01/25/2024
KESTRA INVESTMENT SERVICES, LLC (Brentwood TN)
VA
10/06/2022 - 03/17/2023
WELLS FARGO CLEARING SERVICES, LLC (VIRGINIA BEACH VA)
VA
10/31/2013 - 10/17/2022
UBS FINANCIAL SERVICES INC. (NORFOLK VA)
VA
06/01/2009 - 11/01/2012
MORGAN STANLEY (VIRGINIA BEACH VA)
WV
09/12/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CHARLESTON WV)
BOTH
Issued 10/30/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/12/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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