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John Gleason

Sagespring Wealth Partners

Franklin, TN

CRD 8083934

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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:

Current Employers
Sagespring Wealth Partners

701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-04-30
TX RA APPROVED 2025-04-30
  • TN RA
    APPROVED
    Since 2025-04-30
  • TX RA
    APPROVED
    Since 2025-04-30

Branch Locations

701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sagespring Wealth Partners Llc Franklin TN 03/2025 Present
Full Time Student Greenville SC 01/2015 10/2018
Ernst And Young (Ey) Nashville TN 10/2018 11/2023
Truxton Trust Nashville TN 11/2023 02/2025
Ernst And Young (Ey) Nashville TN 01/2018 04/2018
  • 03/2025 → Present
    Sagespring Wealth Partners Llc
    Franklin, TN
  • 01/2015 → 10/2018
    Full Time Student
    Greenville, SC
  • 10/2018 → 11/2023
    Ernst And Young (Ey)
    Nashville, TN
  • 11/2023 → 02/2025
    Truxton Trust
    Nashville, TN
  • 01/2018 → 04/2018
    Ernst And Young (Ey)
    Nashville, TN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-23
  • S65 Uniform Investment Adviser Law Examination
    2025-04-23

View on SEC IAPD

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LPL FINANCIAL LLC
EQUITABLE ADVISORS, LLC

Nearby Investors

Jeffrey Thomas Dobyns
BOB CLAY SIRCY
LAURIE L SNIVELY

Nearby Offices

SAGESPRING WEALTH PARTNERS · Franklin, TN
D.A. DAVIDSON & CO. · FRANKLIN, TN
LPL FINANCIAL LLC · FRANKLIN, TN

More in Franklin, TN

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