Jacob Carl Powell

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

• 09/2014 → Present
  Raymond James Financial Services, Inc
  Franklin, TN
• 09/2014 → 11/2022
  Southwestern Investment Group
  Franklin, TN
• 01/2015 → 03/2017
  Raymond James Financial Services Advisors Inc.
  Franklin, TN
• 03/2017 → 11/2022
  Southwestern Investment Advisory Services
  Franklin, TN
• 03/2017 → 11/2022
  Southwestern Investment Advisory Services
  Franklin, TN
• 06/2021 → 06/2022
  Nail Wealth Team Through Southwestern Investment Group
  Franklin, TN
• 03/2017 → 11/2022
  Southwestern Investment Advisory Services
  Franklin, TN
• 11/2022 → Present
  Sagespring Wealth Partners
  Franklin, TN

Previous Registrations

• 2015-01-21 → 2016-12-20
  Raymond James Financial Services Advisors, Inc
  Franklin, TN

Other Businesses

(1)Name of Business: SageSpring Wealth Partners Address: 801 Crescent Centre Dr., Ste 600, 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: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor with SageSpring Wealth Partners, an RIA firm

Exams

• S66 Uniform Combined State Law Examination
  2014-12-15