linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jesse Andrew Scroggins

Sagespring Wealth Partners

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jesse? Claim Your Profile

About Jesse Andrew Scroggins

Jesse Andrew Scroggins is a financial advisor at Sagespring Wealth Partners. Jesse has been in the financial industry since January 4, 2010. Jesse has a Series 66 license and a Series 7 license. Jesse is registered with the state of Alabama as a Registered Investment Advisor. Jesse is also registered with the state of Louisiana as a Registered Investment Advisor. Jesse is also registered with the state of Texas as a Registered Investment Advisor. Jesse's firm, Sagespring Wealth Partners, is a registered investment advisor firm that provides financial planning, portfolio management, and pension consulting services. Jesse provides financial planning and portfolio management services to individuals and businesses. Jesse has also been an agent with Vanbridge since September 30, 2020. Jesse is committed to helping clients reach their financial goals.

Firm Information

Jesse Scroggins 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jesse Scroggins’s Registration & Firm History

AL

06/03/2019 - Present

Sagespring Wealth Partners (Birmingham AL)

AL

01/05/2010 - 05/09/2016

EDWARD JONES (BIRMINGHAM AL)

Not sure if Jesse Andrew Scroggins is right for you?

Licenses & Designations

BOTH

Issued 01/18/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/04/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jesse Andrew Scroggins.
Not sure if Jesse Andrew Scroggins is right for you?