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Alexander Jacobs

Sagespring Wealth Partners

Franklin, TN

Omaha, NE

CRD 6274328

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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
NE RA APPROVED 2026-01-02
TX RA APPROVED 2025-12-23
  • NE RA
    APPROVED
    Since 2026-01-02
  • TX RA
    APPROVED
    Since 2025-12-23

Branch Locations

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

15808 West Dodge Road, Suite 103, Omaha, NE 68118 • 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
Hyvee Omaha NE 07/2010 03/2018
Cassem Tierney Omaha NE 10/2012 03/2018
Jason Houston Omaha NE 03/2018 06/2023
Northwestern Mutual Investment Services Llc Omaha NE 03/2018 06/2023
Unemployed Omaha NE 07/2023 12/2023
Sagespring Wealth Partners Omaha NE 01/2024 Present
Raymond James Financial Services, Inc Omaha NE 01/2024 11/2024
  • 07/2010 → 03/2018
    Hyvee
    Omaha, NE
  • 10/2012 → 03/2018
    Cassem Tierney
    Omaha, NE
  • 03/2018 → 06/2023
    Jason Houston
    Omaha, NE
  • 03/2018 → 06/2023
    Northwestern Mutual Investment Services Llc
    Omaha, NE
  • 07/2023 → 12/2023
    Unemployed
    Omaha, NE
  • 01/2024 → Present
    Sagespring Wealth Partners
    Omaha, NE
  • 01/2024 → 11/2024
    Raymond James Financial Services, Inc
    Omaha, NE
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2018-07-09
  • S63 Uniform Securities Agent State Law Examination
    2018-07-09
Designations
  • Certified Financial Planner
Other Names
  • Alexander J Jacobs
  • Alexander Jacobs

View on SEC IAPD

Nearby Firms

D.A. DAVIDSON & CO.
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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