Kyle Barton Jackson
Investment adviser representative at Sagespring Wealth Partners
14 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
14 years in the industry.
- Sagespring Wealth Partners LLCAug 2025 to now
- Christ Church Episcopal SchoolAug 2024 to Jul 2025
- The First AcademyAug 2022 to Jul 2024
- Franklin Road AcademyAug 2020 to Jul 2022
- StarbucksApr 2020 to Jun 2020
- Soccer ShotsJan 2020 to Mar 2020
- Trinity Controls, LLCAug 2019 to Jan 2020
- Eagle Rock Retreat CenterMay 2017 to Jul 2019
- Auburn UniversityAug 2012 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 8212202
- Firm CRD
- 283515