Jordan
Wedell

Sagespring Wealth Partners

CRD#6685737
Investment Advisor
in Franklin, TN

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About this Advisor

Jordan Wedell is a financial advisor based in Franklin, Tennessee, working with Sagespring Wealth Partners. Jordan has previously held positions at Paradigm 5, Raymond James Financial Services, Inc, Ibt Partners, Southwestern Investment Advisory Services, Southwestern Investment Group, Sagespring Wealth Partners, and Wedell Wealth Team. Jordan has passed the Series 66 regulatory exam and is registered to provide services in Alabama, Louisiana, Tennessee, and Texas. Currently, Jordan 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

Jordan Wedell Work History

2022 - Present (3 years)

Sagespring Wealth Partners

2021 - Present (4 years)

Wedell Wealth Team

2016 - Present (9 years)

Raymond James Financial Services,Inc

2017 - 2022 (5 years)

Southwestern Investment Advisory Services

2017 - 2022 (5 years)

Southwestern Investment Group

2015 - 2016 (1 year)

Paradigm 5

2014 - 2015 (1 year)

Ibt Partners

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Disclosures

Please visit the SEC profile of Jordan Wedell 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

Jacob Byers
Franklin, TN
Yancey Wade
Franklin, TN
Jordan Wedell
Franklin, TN
Hannah Patterson
Franklin, TN
Hannah Colbert
Columbia, TN
Joseph Mcclearn
Franklin, TN
James Ridley
Franklin, TN
Nathan Mueting
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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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.

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