President / CEO · Sagespring Wealth Partners
Jeffrey T. Dobyns
CRD 3120830 · Named on Form ADV at one SEC-registered adviser
At a glance
Sagespring Wealth Partners, an SEC-registered wealth manager based in Franklin, TN with $8.5 billion in regulatory assets, lists Jeffrey T. Dobyns on its Form ADV as President / CEO, a control person.
Firms and roles
- Sagespring Wealth PartnersPresident / CEOWealth manager · Franklin, TN · $8.5B in regulatory assets
AtlasMembers
Jeffrey’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Brian D. HardingChief Financial Officer, Sagespring Wealth Partners
- William B. ClaytonChief Compliance Officer, Sagespring Wealth Partners
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeffrey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.