Connor Allen Jeffries

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

• 07/2020 → Present
  Raymond James Financial Services, Inc.
  Franklin, TN
• 05/2019 → 11/2022
  Southwestern Investment Group
  Franklin, TN
• 05/2018 → 08/2018
  Brentwood Baptist Church
  Brentwood, TN
• 05/2018 → 07/2018
  Lumefficient Lighting Co.
  Franklin, TN
• 05/2017 → 08/2017
  Brentwood Baptist Church
  Brentwood, TN
• 08/2016 → 05/2020
  University Of Tennessee
  Knoxville, TN
• 10/2020 → 11/2022
  Southwestern Investment Advisory Services
  Franklin, TN
• 10/2020 → 11/2022
  Southwestern Investment Group
  Franklin, TN
• 12/2021 → 10/2023
  Wedell Wealth Team
  Franklin, TN
• 11/2022 → Present
  Sagespring Wealth Partners
  Franklin, TN

Other Businesses

1) Name of Business: SageSpring Wealth Partners Address: Corporate Centre 5, Franklin, TN, 37067, United States Activity Type: Independent RIA Position/Title: Other Investment Related: Yes Start Date: 11/01/2022 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Planner

Exams

• S66 Uniform Combined State Law Examination
  2020-09-27