Jordan E. Mcfarland

SAGESPRING WEALTH PARTNERS

Frisco, TX 75034

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CRD#: 7416439

Professional summary

Jordan Erwin Mcfarland is a registered financial advisor currently at SAGESPRING WEALTH PARTNERS located in Frisco, Texas.

Jordan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Jordan has worked at 5 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

SageSpring Wealth Partners; not investment related; Frisco, TX; DBA/support company; Registered Associate; Started 08/2024; 0hrs/month; 0hrs/month during trading hours; Support Staff

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan Erwin Mcfarland'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

August 13, 2024 - Present

SAGESPRING WEALTH PARTNERS

Office #1: 2601 Network Blvd, Suite 101, Frisco, TX 75034

RIA

CRD#: 283515

Frisco, TX

Past

August 12, 2024 - December 19, 2024

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

FRISCO, TX

Past

January 30, 2024 - July 26, 2024

CHAPWOOD CAPITAL INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 138524

PLANO, TX

Past

May 19, 2023 - July 26, 2024

CHAPWOOD SECURITIES, INC.

CRD#: 154376

PLANO, TX

Past

August 9, 2021 - March 20, 2023

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Dallas, 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".

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

Texas
(8/13/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/5/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/1/2021

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 8/7/2021

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 7/20/2021

Securities Industry Essentials Examination

Current Firm

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 Accounts	10,811
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.

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Firm Stability Insights

Jordan E. Mcfarland

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan Erwin Mcfarland's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES, INC.

CHAPWOOD CAPITAL INVESTMENT MANAGEMENT, LLC

CHAPWOOD SECURITIES, INC.

PURSHE KAPLAN STERLING INVESTMENTS

Primary Firm SEC Registration

SAGESPRING WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 6/5/2023

Series 63

Date: 7/1/2021

Series 6TO

Date: 8/7/2021

SIE

Date: 7/20/2021

Current Firm

SAGESPRING WEALTH PARTNERS

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SAGESPRING WEALTH PARTNERS

TRUST BUT VERIFY

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