Jonathan Workman
Investment adviser representative at Sagespring Wealth Partners
12 yearsExperience
2 statesRegistered in
$8.5BFirm assets
10 yearsFirm in business
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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
12 years in the industry.
- Sagespring Wealth PartnersJun 2026 to now
- Marine Park Golf CourseApr 2019 to Jan 2020
- Chimera Securities LLCJun 2017 to May 2026
- Morgan StanleyJan 2015 to Jun 2017
- University of TennesseeAug 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
- Series 65 · Uniform Investment Adviser Law2026
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
- 6436438
- Firm CRD
- 283515