JN
John D. Nail
SAGESPRING WEALTH PARTNERS
Franklin, TN 37067
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CRD#: 4497190
JN
Professional summary
John Durand Nail JR, CFP®, ChFC® is a registered financial advisor currently at SAGESPRING WEALTH PARTNERS located in Franklin, Tennessee.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. John has worked at 4 firms and has passed the Series 66, SIE and Series 7 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: Address: 3708 Trimble Rd, Nashville, TN, 37215, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 05/15/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: NA Address: 720 Cool Springs Blvd. Suite 100, Franklin, TN, 37067, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 06/24/2010 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: helping people with LTC insurance and term life insurance (3)Name of Business: Nail Wealth Team Address: Corporate Centre 5, Franklin, TN, 37067, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 12/20/2021 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 81+ Description of duties: financial services (4)Name of Business: Nail Wealth Team through Southwestern Investment Group Address: Corporate Centre 5 801 Crescent Centre Dr Ste 600, Franklin, TN, 37067, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/09/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: The Nail Wealth Team is one of the teams within Southwestern Investment Group. I, John Nail, am the owner of this team. The purpose of this request is to get our Nail Wealth Team Facebook page approved. Sara Hoppe will be managing the Facebook page. (5)Name of Business: SageSpring Address: Corporate Centre 5 801 Crescent Centre Dr Ste 600, Franklin, TN, 37067, United States Activity Type: Independent RIA Position/Title: Advisor Investment Related: Yes Start Date: 10/07/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor (6)Name of Business: SageSpring Wealth Partners Address: 801 Crescent Centre Dr Ste 600, Franklin, TN, 37067-7202, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: Yes Start Date: 11/01/2022 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41-80 Description of duties: Financial Plannie (7)Name of Business: Vanbridge Address: Corporate Centre 5, Franklin, TN, 37067, United States Activity Type: Non-variable Insurance Position/Title: Other Investment Related: Yes Start Date: 08/01/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Financial Advisor who works with Nathan Mueting from Vanbridge.
CRS (Client Relationship Summary) - RIA
Click below to view John Durand Nail JR'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®
CFP®
Start date: 2008
Experience
Current
September 20, 2016 - Present
SAGESPRING WEALTH PARTNERS
Office #1: 801 Crescent Centre Drive Suite 600, Franklin, TN 37067RIA
CRD#: 283515
Franklin, TN
Past
January 2, 2009 - December 20, 2016
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
FRANKLIN, TN
Past
April 14, 2005 - January 2, 2009
RAYMOND JAMES FINANCIAL SERVICES, INC.
RIA
CRD#: 6694
FRANKLIN, TN
Past
January 11, 2005 - November 8, 2024
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
FRANKLIN, TN
Past
March 11, 2002 - December 31, 2004
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
PLANO, TX
Past
February 12, 2002 - December 31, 2004
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
NEW YORK, NY
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
Alabama(12/17/2019)
IAR
Louisiana(3/20/2023)
IAR
Tennessee(9/20/2016)
IAR
Texas(2/22/2017)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
