Crystal
Jordan
Sagespring Wealth Partners
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About this Advisor
Crystal Jordan is a financial advisor based in Franklin, Tennessee who has 1 year of relevant experience. Jordan works at Sagespring Wealth Partners. The advisor has gained experience at Northwest Shoals Community College, Artistry Salon, Heaven On Earth Day Spa And Salon, Lpl Financial LLC, Raymond James Financial Services, Inc, Raymond James Financial Services, Sircy-Hurd Wealth Team and Sagespring Wealth Partners. Jordan maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Tennessee. Sagespring Wealth Partners is a financial advisory firm based out of Franklin, TN. The firm has offices in 13 locations and a total of 170 advisors. It has $4 billion in total assets between its 27,053 client accounts, placing it among the biggest firms in the United States by assets under management. Of its 27,053 customer accounts, just 8% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Sagespring Wealth Partners has a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors are based on which services are provided. Fee types billed by Sagespring Wealth Partners can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sagespring Wealth Partners Brokerage Details
$4,277,447,071
170
27,053
$158,114
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Crystal Jordan Work History
Crystal has been registered as a financial advisor for 1 years.*
Sircy-Hurd Wealth Team
Sagespring Wealth Partners
Raymond James Financial Services
Raymond James Financial Services, Inc
Lpl Financial LLC
Northwest Shoals Community College
Artistry Salon
Heaven On Earth Day Spa And Salon
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Crystal Jordan 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
Franklin, TN
Franklin, TN
Franklin, TN
Franklin, TN
Birmingham, AL
Birmingham, AL
Frisco, TX
Omaha, NE
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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