VETTED
Jacob Greene
CFP®
Tel: 615-637-2072 12 Cadillac Drive, Suite 100 Brentwood, TN 37027
We Invest In You
About Jacob Greene
Jacob Greene is originally from Knoxville, TN and is a graduate of The University of Tennessee with degrees in Psychology and Philosophy. His desire as a financial planner is to help people avoid the financial pitfalls that cause them unnecessary stress in their lives and to help them navigate through major life events. Having served hundreds of families, he has worked with folks in all different life stages and with many different values and goals. When not in the office, Jacob spends time with his wife Claire and their two children, ages 3 and 1. They are fans of Tennessee and Baylor football and enjoy taking hikes together to scenic lookouts. They aim to lead a peaceful, faith-filled life, and they co-lead a bible study with their long-time friends in Nashville.
About SageSpring Wealth PartnersBuilding your legacy begins right here, with SageSpring Wealth Partners distinct, holistic approach to financial advice. Our process begins with understanding you, your goals for the present, and your hopes for the future. Then, together, we carefully craft a plan that will guide you toward the life of wealth and financial independence that supports you and the ones you love.
See DisclosuresGeneral Information
Insurance License#:
3001359940
States Licensed in:
TN
Communities served:
Middle Tennessee
Number of Years with Current Firm:
6
Work with the following types of clients:
Businesses, Individual Investors
Advisory Services Provided:
Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning
Qualifications & Memberships
Insurance and Annuity Licenses:
Long Term Care, Life, Health, Disability
Services
Investment Types:
Annuities, Stocks, Bonds, Mutual Funds, Insurance, Alternative Investments, Exchange Traded Funds (ETFs)
I provide a free initial consultation:
Yes
Preferred meeting methods
Can meet clients in the following ways:
Your Office, Email, Phone, Our Office, Your Home, Our Offices, Video Conference
Compensation and Fees
Fee Structure:
Fee-Based
Minimum Portfolio Size for New Managed Accounts:
$100,000
Compensation Methods:
Based on Assets
Firm Information
Advisor's Number of Clients:
150
Advisor's Number of Managed Clients:
150
Advisor's Number of Planning Clients:
120
Total Assets Under Management by Advisor:
$50,000,000
Education
Bachelor of Arts - Psychology and Philosophy:
University of Tennessee - Knoxville
08/01/2009 - 12/15/2014
Disclosures
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
6 Years of Experience
Compliance
Registered Investment AdvisorYes
Registered RepresentativeYes
Investment Advisor RepresentativeYes
Acknowledged fiduciaryYes
Compliance Disclosures in Last 5 yearsI have a clean record
Criminal Disclosures in Last 5 yearsI have a clean record
Office Hours
Monday9:00 AM - 6:00 PM
Tuesday9:00 AM - 6:00 PM
Wednesday9:00 AM - 6:00 PM
Thursday9:00 AM - 6:00 PM
Friday9:00 AM - 6:00 PM
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