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WJ

Winston Justice

SAGESPRING WEALTH PARTNERS
Franklin, TN 37067
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CRD#: 6472211
WJ

Professional summary


Winston Justice, who also goes by Winston Frederick Justice, Winston Justice, is a registered financial advisor currently at SAGESPRING WEALTH PARTNERS located in Franklin, Tennessee.

Winston is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Winston has worked at 5 firms and has passed the Series 66, Series 31, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Winston Frederick Justice | Winston Justice

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.
Elixr Coffee, Not investment related, Nashville, TN, Coffe Shop, sell coffee and baked goods, Owner/Founder, Start 12/26/2021, 12 hours per month and 0 hours during securities trading hours.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Winston Justice's CRS (Customer Relationship Summary).
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®
None

Experience


Current

December 1, 2024 - Present

SAGESPRING WEALTH PARTNERS

Office #1: 801 Crescent Centre Drive Suite 600, Franklin, TN 37067
RIA
CRD#: 283515
Franklin, TN
Past

May 21, 2019 - November 22, 2024

ALLIANCEBERNSTEIN L.P.

RIA
CRD#: 108477
Nashville, TN
Past

May 16, 2019 - November 22, 2024

SANFORD C. BERNSTEIN & CO., LLC

BD
CRD#: 104474
Nashville, TN
Past

July 27, 2018 - February 5, 2019

SYNDICATED CAPITAL, INC.

RIA
CRD#: 29037
NAPLES, FL
Past

July 10, 2018 - February 5, 2019

SYNDICATED CAPITAL, INC.

BD
CRD#: 29037
NAPLES, FL
Past

June 19, 2015 - July 11, 2016

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
NAPLES, FL
Past

May 26, 2015 - July 11, 2016

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
NAPLES, FL

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
(12/2/2024)
IAR
Texas
(12/1/2024)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 6/18/2015
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 31
Date: 6/9/2019
Futures Managed Funds Examination
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
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)


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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#: 283515Franklin, TN 37067

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