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Jacob Greene, CFP®

Jacob Greene, CFP®

Office Assistant

Followers of Jacob Greene, CFP®472 followers
location of Jacob Greene, CFP®Nashville Metropolitan Area

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  • Timeline

  • About me

    Financial Planner at SageSpring Wealth Partners

  • Education

    • University of Tennessee-Knoxville

      2009 - 2014
      Bachelor's degree Psychology, Philosophy

      Activities and Societies: President - Gibbs Residence Association National Society of Collegiate Scholars

  • Experience

    • University of Tennessee

      Nov 2009 - Dec 2014
      Office Assistant

    • Southwestern Advantage

      Jan 2013 - Dec 2019

      • Sales Leader

        Aug 2017 - Dec 2019

      • Student Manager

        Jan 2013 - Aug 2017

    • SageSpring Wealth Partners

      Jan 2020 - now
      Financial Planner

      Assist clients with full-service financial planningInvestment PlanningTax PlanningRetirement PlanningEstate PlanningInsurance PlanningEducational SavingRisk ManagementInvestment advisory services offered through Southwestern Investment Advisory Services, Inc., an independent registered investment adviser. SageSpring Wealth Partners is not a registered broker dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Representatives may not be registered to offer securities and advisory services in all states. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section. Show less

  • Licenses & Certifications

    • Certified Financial Planner ®

      CFP Board
      Aug 2023