Joseph Parker Mcclearn

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

• 02/2020 → 02/2023
  Mass Mutual Life Insurance Company
  Brentwood, TN
• 05/2016 → 01/2017
  First United Bank
  Madisonville, KY
• 03/2017 → 05/2018
  Hilliard Lyons
  Bowling Green, KY
• 07/2018 → 02/2023
  Mml Investors/ Capital Financial Group
  Brentwood, TN
• 02/2023 → Present
  Raymond James Financial Services, Inc.
  Franklin, TN
• 03/2023 → Present
  Sagespring Wealth Partners
  Franklin, TN
• 08/2014 → 05/2018
  Western Kentucky University
  Bowling Green, KY
• 03/2023 → Present
  Dobyns Mcmillin Wealth Team
  Franklin, TN

Previous Registrations

• 2023-01-17 → 2023-02-17
  Mml Investors Services, Llc
  Brentwood, TN

Other Businesses

((1) Name of Business: Dobyns McMillin Wealth Team Address: 801 Crescent Centre Dr Ste 600, Franklin, TN, 37067-7202, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: Yes Start Date: 03/27/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor, mentee, registered branch associate (2) Name of Business: SageSpring Wealth Partners Address: 801 Crescent Centre Dr Ste 600, Franklin, TN, 37067-7202, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: Yes Start Date: 03/30/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor or Registered Branch Associate

Exams

• S66 Uniform Combined State Law Examination
  2022-12-03
• S63 Uniform Securities Agent State Law Examination
  2022-06-17

Other Names

• Parker Mcclearn