James Dorsey Ridley

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

• 02/2018 → 11/2024
  Raymond James Financial Services, Inc.
  Brentwood, TN
• 11/2017 → 02/2018
  Unemployed
  Nashville, TN
• 11/2016 → 11/2017
  Vanderbilt Medical
  Nashville, TN
• 12/2015 → 11/2016
  Unemployed
  Nashville, TN
• 02/2018 → Present
  Sagespring Wealth Partners Llc
  Franklin, TN

Other Businesses

Name of Business: Various insurance companies Address: 701 Cool Springs Blvd., Suite 500, Franklin, TN, 37067, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 09/09/2020 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
  2018-05-07

Designations

• Certified Financial Planner