JP
Jason W. Poe
SAGESPRING WEALTH PARTNERS
Frisco, TX 75034
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CRD#: 4039935
JP
Professional summary
Jason William Poe is a registered financial advisor currently at SAGESPRING WEALTH PARTNERS located in Frisco, Texas.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Jason has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) Name of Business: SageSpring Wealth Partners Address: 2601 Network Blvd, Frisco, TX, 75034, United States Activity Type: Independent RIA Position/Title: Other Investment Related: Yes Start Date: 11/01/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor (2) Name of Business: SageSpring Wealth Partners Address: 2601 Network Blvd, Frisco, TX, 75034, United States Activity Type: Independent RIA Position/Title: Advisor, Partner Investment Related: Yes Start Date: 11/01/2022 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial Advisor (3) Name of Business: SageSpring Wealth Partners Address: 2601 Network Blvd, Ste 101, Frisco, TX, 75034, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 02/26/2009 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: Insurance Sales
CRS (Client Relationship Summary) - RIA
Click below to view Jason William Poe's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 29, 2016 - Present
SAGESPRING WEALTH PARTNERS
Office #1: 2601 Network Blvd Suite 101, Frisco, TX 75034RIA
CRD#: 283515
Frisco, TX
Past
January 2, 2009 - December 20, 2016
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
FRISCO, TX
Past
November 14, 2006 - January 2, 2009
RAYMOND JAMES FINANCIAL SERVICES, INC.
RIA
CRD#: 6694
FRISCO, TX
Past
November 3, 2006 - December 19, 2024
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
FRISCO, TX
Past
February 5, 2001 - October 30, 2006
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
PLANO, TX
Past
January 26, 2001 - October 30, 2006
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
PLANO, TX
Past
January 27, 2000 - December 20, 2000
INSTITUTIONAL EQUITY CORPORATION
BD
CRD#: 19628
DALLAS, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SW
SAGESPRING WEALTH PARTNERS
SAGESPRING WEALTH PARTNERS | SOUTHWESTERN INVESTMENT ADVISORY SERVICES, LLC | SOUTHWESTERN INVESTMENT ADVISORY SERVICES, INC. | SIAS INSURANCE GROUP
CRD#: 283515 / SEC#: 801-107971
RIA
Registered Investment Advisory firm - (7/6/2016 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(9/29/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
SW
SAGESPRING WEALTH PARTNERS
SAGESPRING WEALTH PARTNERS | SOUTHWESTERN INVESTMENT ADVISORY SERVICES, LLC | SOUTHWESTERN INVESTMENT ADVISORY SERVICES, INC. | SIAS INSURANCE GROUP
CRD#: 283515 / SEC#: 801-107971
RIA
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Contact information
Main Address
801 Crescent Centre Drive Suite 600, Franklin, TN 37067
Mailing Address
Phone number
(615) 861-6100
Established
Firm type
Fiscal year end
# of Employees
180
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 10,811 |
| AUM (Assets Under Management) | $ 6,485,071,326 |
Red Flags
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Company Information
SAGESPRING WEALTH PARTNERS
CRD#: 283515Frisco, TX 75034TRUST BUT VERIFY
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