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Jordan Erwin McFarland

Sagespring Wealth Partners

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About Jordan Erwin McFarland

Jordan McFarland is a registered investment advisor representative with SageSpring Wealth Partners. Jordan has been in the financial services industry for over 3 years. Jordan has a Series 63 and Series 65 license and has passed the SIE and Series 6TO exams. Jordan has worked with Purshe Kaplan Sterling Investments, Chapwood Securities, Inc., and Thrivent Adviser Network d/b/a 49 Financial.

Firm Information

Jordan McFarland 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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Jordan McFarland’s Registration & Firm History

TX

08/13/2024 - Present

Sagespring Wealth Partners (Frisco TX)

TX

05/19/2023 - 07/26/2024

CHAPWOOD SECURITIES, INC. (PLANO TX)

TX

08/09/2021 - 03/20/2023

PURSHE KAPLAN STERLING INVESTMENTS (Dallas TX)

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Licenses & Designations

IA

Issued 06/05/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/01/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/07/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 07/20/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jordan Erwin McFarland.
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