AdvisorOS Directory
Claim Profile
Unclaimed Profile
JC

Jackson Gunn Calvin

SAGE INVESTMENT COUNSEL LLC·FRANKLIN, Tennessee
Series 65Clean record5 years registeredSAGE INVESTMENT COUNSEL LLC
142 5TH AVENUE NORTH, FRANKLIN, TN 37064CRD# 7304568Firm CRD# 116907

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jackson Gunn Calvin · FRANKLIN, TN
Registration
CRD #7304568 · SAGE INVESTMENT COUNSEL LLC · 5 years registered
Brand Profile
Not yet started
01

Career History

SAGE INVESTMENT COUNSEL
Oct 2020 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · October 16, 2020
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SAGE INVESTMENT COUNSEL LLC
CRD 116907 · SEC 801-121406
AUM
$130M
Regulatory assets under management
Employees
4
192 client accounts
Services offered by SAGE INVESTMENT COUNSEL LLC
Per Form ADV
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
View all advisors at SAGE INVESTMENT COUNSEL LLC →
Introduction

Speak with Jackson

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jackson is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in FRANKLIN?

Browse all registered financial advisors in FRANKLIN, Tennessee or claim this profile if it's yours.

Browse FRANKLIN AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Jackson Gunn Calvin offer?
Jackson Gunn Calvin specializes in Investment Management. Contact their office in FRANKLIN, Tennessee for a consultation.
What are Jackson Gunn Calvin's credentials?
Jackson Gunn Calvin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jackson Gunn Calvin located?
Jackson Gunn Calvin is based in FRANKLIN, Tennessee, working with SAGE INVESTMENT COUNSEL LLC. Their office serves clients in the FRANKLIN metropolitan area and surrounding communities.
How does Jackson Gunn Calvin charge for services?
Jackson Gunn Calvin's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SAGE INVESTMENT COUNSEL LLC?
SAGE INVESTMENT COUNSEL LLC has approximately 4 employees and manages $130M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at SAGE INVESTMENT COUNSEL LLC

William Dirk Calvin
FRANKLIN, TN

More Advisors in FRANKLIN, Tennessee

Jonathan Mendel Gillett
MISSION CAPITAL MANAGEMENT, LLC·FRANKLIN, TN
Jonathan Hugh Mcadams
MISSION CAPITAL MANAGEMENT, LLC·FRANKLIN, TN
Bradley Ray Smith
SMITH WYND CAPITAL LLC·FRANKLIN, TN
Cory Shane Colquette
OPTIVISE ADVISORY SERVICES LLC·FRANKLIN, TN
Benjamin Patrick Wynd
SMITH WYND CAPITAL LLC·FRANKLIN, TN
Robert Jeremiah Sullivan
SATUIT CAPITAL MANAGEMENT, LLC·FRANKLIN, TN

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Tennessee
MEMPHIS (221)NASHVILLE (158)KNOXVILLE (98)BRENTWOOD (93)CHATTANOOGA (59)JACKSON (18)GERMANTOWN (10)KINGSPORT (8)JOHNSON CITY (7)MURFREESBORO (6)
City Guides
MEMPHIS GuideNASHVILLE GuideKNOXVILLE GuideBRENTWOOD GuideCHATTANOOGA Guide
Research
Advisor Fees in TennesseeNational Fee Analysis
Request removal of this profile