Jordan Erwin Mcfarland
Investment adviser representative at Sagespring Wealth Partners
8 yearsExperience
1 stateRegistered 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 PartnersAug 2024 to now
- Raymond James Financial Services Inc.Aug 2024 to Dec 2024
- Chapwood Capital Investment Management, LLCJan 2024 to Jul 2024
- Bv SecuritiesMay 2023 to Jul 2024
- Chapwood Investments, LLC.Mar 2023 to Jul 2024
- Purshe Kaplan Sterling InvestmentsAug 2021 to Mar 2023
- Thrivent Adviser Network d/b/a 49 FinancialMay 2021 to Mar 2023
- University of the Incarnate WordJan 2021 to Jun 2021
- Missouri State UniversityAug 2019 to Dec 2020
- University of ArkansasJul 2016 to Jul 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 7416439
- Firm CRD
- 283515