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James Vincent Gainer

Investment adviser representative at Sagespring Wealth Partners
10 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

10 years in the industry.

  1. Sagespring Wealth PartnersJun 2024 to now
  2. Perry's SteakhouseDec 2023 to Jan 2024
  3. Sagespring Wealth PartnersMay 2023 to Aug 2023
  4. Sagespring Wealth PartnersJun 2022 to Aug 2022
  5. Wake Forest UniversityMay 2020 to May 2024
  6. Ravenwood High SchoolMay 2016 to May 2020

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

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
7561726
Firm CRD
283515
Advisor's SEC record (opens in a new tab)
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