Robert James Facio
Investment adviser representative at Sagespring Wealth Partners
10 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
10 years in the industry.
- Sagespring Wealth PartnersNov 2023 to now
- Raymond James Financial Services, Inc.Nov 2023 to Nov 2024
- Bank of America N.A.Jan 2023 to Nov 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2022 to Nov 2023
- JPMorgan Chase Bank, N.A.Feb 2021 to Dec 2022
- J.p.morgan Securities LLCSep 2018 to Feb 2021
- JPMorgan Chase Bank, N.A.Feb 2018 to Sep 2018
- Lululemon USA IncApr 2017 to Jul 2017
- The French Quarters Guest ApartmentsMar 2017 to Jan 2018
- UnemployedFeb 2017 to Mar 2017
- St. Tammany Parish Public School SystemAug 2013 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2023
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
- 7029984
- Firm CRD
- 283515