Alexander Jacobs
Investment adviser representative at Sagespring Wealth Partners
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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
16 years in the industry.
- Sagespring Wealth PartnersJan 2024 to now
- Raymond James Financial Services, IncJan 2024 to Nov 2024
- UnemployedJul 2023 to Dec 2023
- Jason HoustonMar 2018 to Jun 2023
- Northwestern Mutual Investment Services LLCMar 2018 to Jun 2023
- Cassem TierneyOct 2012 to Mar 2018
- HyveeJul 2010 to Mar 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 2 states (NE, 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
- 6274328
- Firm CRD
- 283515