Jeff
Whaling
Sagespring Wealth Partners
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About this Advisor
Jeff Whaling is a financial advisor based in Frisco, Texas, working with Sagespring Wealth Partners. Jeff has previously held positions at Great American Opp, Raymond James Financial Services, Inc, Southwestern Investment Advisory Services, Southwestern Investment Group, Whaling Wealth Team, and Sagespring Wealth Partners. Jeff has passed the Series 66 regulatory exam and is registered to provide services in Louisiana and Texas. Currently, Jeff is part of Sagespring Wealth Partners, which operates out of Frisco, Texas. 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
Jeff Whaling Work History
Whaling Wealth Team
Sagespring Wealth Partners
Raymond James Financial Services, Inc
Southwestern Investment Advisory Services
Southwestern Investment Advisory Services
Southwestern Investment Group
Great American Opp
Disclosures
Please visit the SEC profile of Jeff Whaling 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
Knoxville, TN
Franklin, TN
Franklin, TN
Franklin, TN
Franklin, TN
Columbia, TN
Franklin, TN
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