Justin Briley Allen
Investment adviser representative at Sagespring Wealth Partners
10 yearsExperience
1 stateRegistered 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 PartnersFeb 2024 to now
- UnemployedNov 2023 to Jan 2024
- Ulrich Consulting and Investment Group, LLCMar 2022 to Oct 2023
- Cetera Advisor NetworksFeb 2022 to Mar 2022
- Himelick Financial GroupJan 2022 to Mar 2022
- Texas Tech UniversityAug 2021 to Dec 2021
- Fuhrmann Hayne & AssociatesJun 2021 to Aug 2021
- West Texas Card HouseOct 2020 to May 2021
- Cagle's Steak & BbqSep 2020 to Nov 2020
- Texas Tech UniversityAug 2019 to Sep 2020
- Tech Terrace Rental PropertiesMay 2019 to Aug 2019
- Texas Tech UniversityAug 2018 to May 2019
- H-e-bAug 2016 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
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
- 7498102
- Firm CRD
- 283515