Jackson Gunn Calvin

Employer firm

Sage Investment Counsel CRD 116907

$165M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• PORTFOLIO MONITORING & REPORTING SERVICES

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

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

Current Employers

Employment History

• 06/2020 → 10/2020
  Sage Investment Counsel
  Franklin, TN
• 10/2020 → Present
  Sage Investment Counsel
  Franklin, TN
• 01/2020 → 05/2020
  Carwile Mechanical
  Cookeville, TN
• 01/2019 → 12/2019
  University Of Tennessee Golf Facility
  Knoxville, TN
• 08/2017 → 12/2019
  Mabry-Calvin
  Franklin, TN
• 08/2016 → 12/2019
  University Of Tennessee
  Knoxville, TN

Other Businesses

Gunn Land Management LLC; non-investment related; Perkins, GA; holding company for family farm; Member since 05/2023; approximately 1 hour per month; approximately 1 hour per month during securities trading hours; passive owner

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-10-07