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JB

Jeffery B. Bowlin

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CRD#: 6186426
JB
Jeffery Bradford Bowlin

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.

Jeffery Bradford Bowlin, who also goes by Brad Bowlin, Jeffery B Bowlin, Jeffery Bowlin, was a registered financial professional .

Jeffery is a previously registered financial professional and started their career in finance in 2014. Jeffery had worked at 4 firms and has passed the Series 65, Series 66, SIE, Series 7, Series 10 and Series 9 exams.

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

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®
None

Experience

Past

November 25, 2024 - July 7, 2026

SAGESPRING WEALTH PARTNERS

RIA
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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 10/11/2023
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 3/2/2015
Uniform Combined 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: 12/16/2014
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 6/4/2015
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 4/1/2015
General Securities Sales Supervisor - Options Module 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)

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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