Jacob
Byers

Sagespring Wealth Partners

CRD#7406669
Investment Advisor
in Franklin, TN

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About this Advisor

Jacob Byers is a financial advisor based in Franklin, Tennessee, working with Sagespring Wealth Partners. Jacob has previously held positions at Edward Jones, Sagespring Wealth Partners, and School. Jacob has passed the Series 65 regulatory exam and is registered to provide services in Tennessee. Currently, Jacob 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

Series 65

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

801 Crescent Centre Drive Suite 600
Franklin, TN 37067

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Sagespring Wealth Partners Brokerage Details

Total Assets Under Management

$5,502,859,482

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

173

TN Average: 15
Total Number of Accounts

28,921

TN Average: 968
Average Account Size

$190,272

TN Average: $754,749

Investment Advisory Services

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

Jacob Byers Work History

2024 - Present (1 year)

Sagespring Wealth Partners

2021 - 2024 (3 years)

Edward Jones

2014 - 2021 (7 years)

School

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Jacob Byers 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
Yancey Wade
Franklin, TN
Hannah Patterson
Franklin, TN
Joseph Mcclearn
Franklin, TN
Chase Keen
Franklin, TN
James Ridley
Franklin, TN
Jason Plunkett
Franklin, TN

The content in this profile was updated by SmartAsset on 6/19/2024. 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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