John
O'Connor

Sagespring Wealth Partners

CRD#7144355
Investment Advisor
in Franklin, TN

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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

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

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

John O'Connor Work History

2023 - Present (1 year)

Doordash

2022 - Present (2 years)

Sagespring Wealth Partners

2021 - Present (3 years)

Raymond James Financial Services, Inc

2021 - Present (3 years)

Raymond James Financial Services Advisors, Inc

2021 - Present (3 years)

Southwestern Investment Group/Advisory Services

2021 - 2022 (1 year)

Southwestern Investment Group

2021 - 2023 (2 years)

Lighthouse Wealth Group

2020 - 2021 (1 year)

Wealth Enhancement Advisory Services, LLC

2020 - 2021 (1 year)

Wealth Enhancement Brokerage Services

2019 - 2019 (< 1 year)

Dominos

2019 - 2019 (< 1 year)

Axa Advisors, LLC

2019 - 2021 (2 years)

Lpl Financial, LLC

2019 - 2021 (2 years)

Wealth Enhancement Group

2018 - 2019 (1 year)

Capital Portfolio Management

2018 - 2018 (< 1 year)

Potomac Financial Services

2016 - 2018 (2 years)

Dominos

2016 - 2016 (< 1 year)

Student

2015 - 2016 (1 year)

Sports Authority

2009 - 2015 (6 years)

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

Melissa Evans
Franklin, TN
Jordan Wedell
Franklin, TN
Garrett Smith
Franklin, TN
Hannah Patterson
Franklin, TN
Luke Powers
Knoxville, TN
Jason Plunkett
Franklin, TN
Hannah Colbert
Columbia, TN
Yancey Wade
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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