John
O'Connor
Sagespring Wealth Partners
Answer a few questions and
get matched with an advisor.
About this Advisor
John O'Connor is a financial advisor based in Franklin, Tennessee, working with Sagespring Wealth Partners. John has previously held positions at Dominos, Capital Portfolio Management, Potomac Financial Services, Student, Sports Authority, Axa Advisors, LLC, Lpl Financial, LLC, Wealth Enhancement Group, Wealth Enhancement Advisory Services, LLC, Wealth Enhancement Brokerage Services, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, Southwestern Investment Group/Advisory Services, Southwestern Investment Group, Lighthouse Wealth Group, Sagespring Wealth Partners, and Doordash. John has passed the Series 66 regulatory exam and is registered to provide services in Tennessee. Currently, John 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
Find an advisor who will work directly with you
SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.
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
John O'Connor Work History
Sagespring Wealth Partners
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors, Inc
Southwestern Investment Group/Advisory Services
Doordash
Southwestern Investment Group
Lighthouse Wealth Group
Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Brokerage Services
Dominos
Axa Advisors, LLC
Lpl Financial, LLC
Wealth Enhancement Group
Capital Portfolio Management
Potomac Financial Services
Dominos
Student
Sports Authority
Student
Disclosures
Please visit the SEC profile of John O'Connor 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
Franklin, TN
Franklin, TN
Franklin, TN
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
