Connor Allen Jeffries
Investment adviser representative at Sagespring Wealth Partners
8 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
8 years in the industry.
- Sagespring Wealth PartnersMay 2019 to now
- Raymond James Financial Services, Inc.Aug 2020 to Dec 2024
- Brentwood Baptist ChurchMay 2018 to Aug 2018
- Lumefficient Lighting Co.May 2018 to Jul 2018
- Brentwood Baptist ChurchMay 2017 to Aug 2017
- University of TennesseeAug 2016 to May 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
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
- 7124558
- Firm CRD
- 283515