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 Partners

Building 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 Disclosures

General Information

Insurance License#:

3001359940

States Licensed in:

Communities served:

Middle Tennessee

Number of Years with Current Firm:

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

https://www.wiseradvisor.com/disclosure/1893864/wiseradvisor-sagespring-wealth-partners-detailed-disclosure.html

6 Years of Experience

CRD# 7212425 Firm CRD# 283515Insurance License# 3001359940Series: 7, 66

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