Elisa Denise Jones

Employer firm

Sagespring Wealth Partners CRD 283515

$8.49B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2011 → 11/2016
  Fifth Third Securities, Inc.
  Smyrna, TN
• 02/2017 → 11/2024
  Raymond James Financial Services, Inc.
  Franklin, TN
• 02/2016 → 12/2021
  A Grape Escape
  Smyrna, TN
• 02/2017 → Present
  Sagespring Wealth Partners
  Franklin, TN

Previous Registrations

• 2011-05-16 → 2016-11-07
  Fifth Third Securities, Inc.
  Murfreesboro, TN
  Smyrna, TN
• 2009-01-23 → 2010-12-31
  Securities America Advisors, Inc.
  Lavista, NE
• 2007-10-19 → 2009-01-23
  Brecek & Young Advisors, Inc.
  Folsom, CA
  Hendersonville, TN
  Hendersonville, TN

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-10-01
• S63 Uniform Securities Agent State Law Examination
  2001-03-08

Other Names

• Elisa Leftridge Jones
• Elisa Denise Leftridge