JB
Jeffery B. Bowlin
SAGESPRING WEALTH PARTNERS
Franklin, TN 37067
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CRD#: 6186426
JB
Professional summary
Jeffery Bradford Bowlin, who also goes by Brad Bowlin, Jeffery B Bowlin, Jeffery Bowlin, is a registered financial advisor currently at SAGESPRING WEALTH PARTNERS located in Franklin, Tennessee.
Jeffery is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Jeffery has worked at 4 firms and has passed the Series 65, Series 66, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brad Bowlin | Jeffery B Bowlin | Jeffery Bowlin
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.
Name of the other business: Tennessee Performance Arts Center Foundation Whether the business is investment-related: I am on the TPAC Foundation Board. We have fiduciary responsibility for oversight of the Foundation's Endowment. Address of the other business: 505 Deaderick St., Nashville, TN 37243 Nature of the other business: Mission: TPAC champions excellence in the performing arts and arts education, fosters support for our resident companies and community partners, and serves as an inclusive place for all to enjoy meaningful and relevant experiences that enrich lives and promote economic vitality. Position: Board member Start date of relationship: 2022 Approx # of hour/month devoted to the other business: 1 hour per month # of hours devoted to the other business during securities trading hours: 1 hour per month Duties relating to the other business: The TPAC Board has fiduciary oversight of the investment manager for the Endowment's assets
CRS (Client Relationship Summary) - RIA
Click below to view Jeffery Bradford Bowlin'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
November 25, 2024 - Present
SAGESPRING WEALTH PARTNERS
Office #1: 801 Crescent Centre Drive Suite 600, Franklin, TN 37067RIA
CRD#: 283515
Franklin, TN
Past
October 11, 2023 - August 9, 2024
CONSTELLATION WEALTH ADVISORS
RIA
CRD#: 147253
Nashville, TN
Past
April 2, 2019 - March 29, 2022
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
Nashville, TN
Past
December 16, 2014 - April 24, 2019
GOLDMAN SACHS & CO. LLC
BD
CRD#: 361
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
Tennessee(11/25/2024)
IAR
Texas(11/25/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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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Check for any disclosures as part of your thorough research when choosing an advisor.
