TJ
Timothy A. Johnson
SAGESPRING WEALTH PARTNERS
Knoxville, TN 37934
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CRD#: 6823573
TJ
Professional summary
Timothy Andrew Johnson, who also goes by Timothy A Johnson, is a registered financial advisor currently at SAGESPRING WEALTH PARTNERS located in Knoxville, Tennessee.
Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Timothy has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Timothy A Johnson
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: Johnson Wealth Team Address: 136 Concord Road, Knoxville, TN, 37934, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 11/10/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor (2)Name of Business: SageSpring Wealth Partners Address: 136 Concord Road, Knoxville, TN, 37934, United States Activity Type: Independent RIA Position/Title: Advisor Investment Related: Yes Start Date: 11/01/2022 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial Advisor (3)Name of Business: The Cason Group, Inc Address: 136 Concord Rd, Knoxville, TN, 37934-2901, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 11/08/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Providing life insurance quotes to clients (4)Name of Business: Vanbridge Address: 136 Concord Rd, Knoxville, TN, 37934, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 09/03/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Providing insurance services to clients and prospective clients.
CRS (Client Relationship Summary) - RIA
Click below to view Timothy Andrew Johnson'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
March 19, 2019 - Present
SAGESPRING WEALTH PARTNERS
Office #1: 136 Concord Rd, Knoxville, TN 37934RIA
CRD#: 283515
Knoxville, TN
Past
September 14, 2018 - December 19, 2024
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
Knoxville, TN
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(3/19/2019)
IAR
Texas(3/10/2025)
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
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Company Information
SAGESPRING WEALTH PARTNERS
CRD#: 283515Knoxville, TN 37934TRUST BUT VERIFY
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