Jesse
Scroggins

Sagespring Wealth Partners

CRD#5736796
Investment Advisor
in Birmingham, AL

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About this Advisor

Jesse Scroggins is a financial advisor based in Birmingham, Alabama, working with Sagespring Wealth Partners. Jesse has previously held positions at Edward Jones, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, Juice Plus, Southwestern Investment Advisory Services, Scroggins Wealth Team, Southwestern Investment Group, Sagespring Wealth Partners, and Sage Spring. Jesse has passed the Series 66 regulatory exam and is registered to provide services in Alabama, Louisiana, and Texas. Currently, Jesse is part of Sagespring Wealth Partners, which operates out of Birmingham, Alabama. The firm has 10 offices and 173 employees. The firm manages assets totaling $5.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Sagespring Wealth Partners includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

600 University Suite 350
Birmingham, AL 35209

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Sagespring Wealth Partners Brokerage Details

Total Assets Under Management

$5,502,859,482

AL Average: $730,596,643
Total Number of Employees

173

AL Average: 15
Total Number of Accounts

28,921

AL Average: 968
Average Account Size

$190,272

AL Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Jesse Scroggins Work History

2022 - Present (3 years)

Sage Spring

2021 - Present (4 years)

Scroggins Wealth Team

2018 - Present (7 years)

Sagespring Wealth Partners

2016 - Present (9 years)

Raymond James Financial Services, Inc

2013 - Present (12 years)

Juice Plus

2018 - 2022 (4 years)

Southwestern Investment Group

2017 - 2022 (5 years)

Southwestern Investment Advisory Services

2016 - 2017 (1 year)

Raymond James Financial Services Advisors Inc

2009 - 2016 (7 years)

Edward Jones

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Disclosures

Please visit the SEC profile of Jesse Scroggins to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Sagespring Wealth Partners

Jordan Wedell
Franklin, TN
Hannah Colbert
Columbia, TN
Garrett Smith
Franklin, TN
Hannah Patterson
Franklin, TN
Joseph Mcclearn
Franklin, TN
Chase Keen
Franklin, TN
Jacob Byers
Franklin, TN
Yancey Wade
Franklin, TN

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