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Jesse Scroggins

SageSpring Wealth Partners

600 University Park Place, Suite 350

Birmingham, AL 35209

205-730-0055

About SageSpring Wealth Partners

SageSpring Wealth Partners operates as a family. Through our broker-dealer, Raymond James, we have the support of a large company, while offering you the intimate service of a small firm. We build our relationships through trust. Over time, we come together to serve you in your pursuit of financial independence and a plan for the future.

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General Information

Firm Start Year

2002

CRD#

5736796

Firm CRD#

6694

Name of Broker/Dealer

Raymond James

Name of Custodial Firm

Raymond James

Years of Experience in Financial Services

11

Number of Years with Current Firm

5

Services

Can meet clients in the following ways

Your Office, Email, Phone, Our Office, Our Offices, Video Conference

Compliance

Registered Investment Advisor

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

AAMS®

Securities Licenses

Series 66, Series 7

Firm Information

Firm's Number of Clients

12000

Firm's Number of Planning Clients

10500

Assets Managed by Firm

5.5B

Compensation and Fees

Fee Structure

Fee-Based

Disclosures

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Additional Detailed Disclosures

https://www.financialadvisor.net/disclosure/1890153/financialadvisor-sagespring-wealth-partners-detailed-disclosure

Disclaimer

© 2022 SageSpring Wealth Partners. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPCPrivacy Notice: Investment advisory services offered through SageSpring Wealth Partners , an independent registered investment adviser. SageSpring Wealth Partners and Scroggins Wealth Team are not registered broker/dealers and are independent of Raymond James Financial Services. Representatives may not be registered to offer securities and advisory services in all states. .

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.