Bruce Jackson Wilcox

Current Employers

Employment History

• 08/2016 → 05/2017
  Taylor University
  Upland, IN
• 06/2017 → 08/2017
  Grant Thornton Llp
  Oklahoma City, OK
• 08/2017 → 01/2018
  Taylor University
  Upland, IN
• 01/2018 → 05/2018
  Jones And Sager Co
  St Charles, IL
• 05/2018 → 05/2019
  Lucke & Associates
  Breckenridge, CO
• 05/2019 → 11/2024
  Raymond James Financial Services, Inc
  Franklin, TN
• 07/2019 → 02/2025
  Moolah Coaching
  Franklin, TN
• 08/2020 → 08/2020
  Us Census
  Franklin, TN
• 05/2019 → Present
  Sagespring Wealth Partners
  Franklin, TN

Other Businesses

Name of Business: DWT Tax LLC ("DWT Tax"), an affiliate of SageSpring Wealth Partners through common control. Address: 801 Crescent Centre Drive, Suite 600, Franklin, TN 37067, United States. Position: Manager. Activity Type: Tax and consulting services are provided to clients of DWT Tax, which includes clients of SageSpring Wealth Partners. Clients will not be charged for the services of DWT Tax. Instead, SageSpring Wealth Partners will reimburse DWT Tax for the approximate total of DWT Tax's costs and expenses for providing tax and consulting services to clients of SageSpring Wealth Partners. Clients are not obligated, contractually or otherwise, to use Mr. Wilcox's services as a tax consultant. Any activity by an individual employed by DWT Tax in providing tax and consulting services is separate and distinct and outside of such individual's role with SageSpring Wealth Partners. Start date: February 2025; Approx # of hours/month: 10-20 hours/mo. during securities trading hours

Exams

• S66 Uniform Combined State Law Examination
  2019-06-24

Designations

Other Names

• Jackson Wilcox