Elisa
Jones
Sagespring Wealth Partners
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About this Advisor
Elisa Jones is a financial advisor based in Franklin, Tennessee, working with Sagespring Wealth Partners. Elisa has previously held positions at Fifth Third Securities, Inc, Southwestern Investment Advisory Services, Sircy-Hurd Wealth Team, Southwestern Investment Group, Jones Wealth Team, Sagespring Wealth Partners, Raymond James Financial Services, Inc, and A Grape Escape. Elisa has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Tennessee and Texas. Currently, Elisa is part of Sagespring Wealth Partners, which operates out of Franklin, Tennessee. 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
Services Offered
Fee Structure
Office Location
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Sagespring Wealth Partners Brokerage Details
$5,502,859,482
173
28,921
$190,272
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Elisa Jones Work History
Jones Wealth Team
Sagespring Wealth Partners
Raymond James Financial Services, Inc
Sircy-Hurd Wealth Team
Southwestern Investment Advisory Services
Southwestern Investment Group
A Grape Escape
Fifth Third Securities, Inc
Disclosures
Please visit the SEC profile of Elisa Jones 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
Columbia, TN
Franklin, TN
Franklin, TN
Knoxville, TN
Franklin, TN
Franklin, TN
Franklin, TN
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