Jeffrey Thomas Dobyns
Investment adviser representative at Sagespring Wealth Partners
24 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$8.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
24 years in the industry.
- M&a Securities GroupOct 2025 to now
- Sagespring Wealth PartnersMar 2002 to now
- Southwestern Medicare Inc.Mar 2019 to Feb 2020
- Southwestern Corp.Sep 2010 to Dec 2020
- Southwestern LegacyAug 2009 to Nov 2021
- Raymond James Financial Services Advisors, IncJan 2009 to Mar 2017
- Raymond James Financial Services, IncApr 2002 to Dec 2024
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
Sagespring Wealth Partners
$8.5BAssets managed
11,623Clients
126Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3120830
- Firm CRD
- 283515