Jesse Andrew Scroggins

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

• 05/2016 → 12/2024
  Raymond James Financial Services, Inc.
  Birmingham, AL
• 05/2016 → 03/2017
  Raymond James Financial Services Advisors Inc.
  Birmingham, AL
• 05/2016 → Present
  Sagespring Wealth Partners
  Birmingham, AL

Previous Registrations

• 2016-05-19 → 2016-12-20
  Raymond James Financial Services Advisors, Inc
  Birmingham, AL
• 2010-01-19 → 2016-05-09
  Edward Jones
  Birmingham, AL
  Tuscaloosa, AL
  St Louis, MO
  Tuscaloosa, AL

Other Businesses

(1)Name of Business: Juice Plus Address: 1020 Edgewood Blvd, Birmingham, AL, 35209, United States Activity Type: Business Owner Position/Title: Other Investment Related: No Start Date: 10/15/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My wife runs a direct marketing company. She added me as a distributor. I spend about 1 hour a month on the business. (2)Name of Business: Various insurance companies Address: 1 Metroplex Drive, Suite 180, Birmingham, AL, 35209, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 09/30/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Assist clients with non-variable insurance

Exams

• S66 Uniform Combined State Law Examination
  2010-01-18