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JF

Jessica D. Fletcher

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CRD#: 6120169
JF

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jessica Dee Fletcher, CFP®, who also goes by Jessica D Fletcher Ms., Jessica D Fletcher, Jessica Dee Fletcher Ms., was a registered financial professional .

Jessica is a previously registered financial professional and started their career in finance in 2013. Jessica had worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jessica D Fletcher Ms. | Jessica D Fletcher | Jessica Dee Fletcher Ms.

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: Associate/Employee 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: 41-80 Description of duties: Financial planning

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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®

Certified Financial Planner

Experience

Past

November 6, 2017 - June 18, 2024

SAGESPRING WEALTH PARTNERS

RIA
CRD#: 283515
Frisco, TX
Past

September 20, 2017 - June 21, 2024

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
FRISCO, TX
Past

October 4, 2016 - September 18, 2017

LPL FINANCIAL LLC

RIA
CRD#: 6413
FRISCO, TX
Past

October 4, 2016 - September 18, 2017

LPL FINANCIAL LLC

BD
CRD#: 6413
FRISCO, TX
Past

February 18, 2014 - October 5, 2016

STIFEL, NICOLAUS & COMPANY, INCORPORATED

RIA
CRD#: 793
WICHITA FALLS, TX
Past

March 26, 2013 - October 5, 2016

STIFEL, NICOLAUS & COMPANY, INCORPORATED

BD
CRD#: 793
WICHITA FALLS, 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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 2/14/2014
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/18/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/25/2013
General Securities Representative Examination

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
Registered Investment Advisory firm - (7/6/2016 Approved)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SAGESPRING WEALTH PARTNERS - FORM ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts10,811
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.

Company Information

SAGESPRING WEALTH PARTNERS

CRD#: 283515

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