Unclaimed Profile

Jeffrey Thomas Dobyns

SAGESPRING WEALTH PARTNERS·FRANKLIN, Tennessee

SIE, Series 6, Series 7, Series 24, Series 31, Series 51, Series 63CFP ChFCClean record22 years registeredSAGESPRING WEALTH PARTNERS

801 CRESCENT CENTRE DRIVE, FRANKLIN, TN 37067CRD# 3120830Firm CRD# 283515

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Thomas Dobyns · FRANKLIN, TN

Registration

CRD #3120830 · SAGESPRING WEALTH PARTNERS · 22 years registered

Brand Profile

Not yet started

Career History

M&A SECURITIES GROUP, INC.

Nov 2025 – present

SAGESPRING WEALTH PARTNERS

Aug 2016 – present

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jan 2009 – Dec 2016

FRANKLIN, TN

RAYMOND JAMES FINANCIAL SERVICES

Mar 2004 – Jan 2009

FRANKLIN, TN

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 31

Series 51

Series 63

Registration record

First registered · March 31, 2004

Years registered · 22

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SAGESPRING WEALTH PARTNERS

CRD 283515 · SEC 801-107971

AUM

$5.5B

Regulatory assets under management

Employees

173

28,921 client accounts

Services offered by SAGESPRING WEALTH PARTNERS

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SAGESPRING WEALTH PARTNERS →

Introduction

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Frequently Asked Questions

What services does Jeffrey Thomas Dobyns offer?

Jeffrey Thomas Dobyns specializes in Financial Planning, Investment Management. Contact their office in FRANKLIN, Tennessee for a consultation.

What are Jeffrey Thomas Dobyns's credentials?

Jeffrey Thomas Dobyns holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jeffrey Thomas Dobyns located?

Jeffrey Thomas Dobyns is based in FRANKLIN, Tennessee, working with SAGESPRING WEALTH PARTNERS. Their office serves clients in the FRANKLIN metropolitan area and surrounding communities.

How does Jeffrey Thomas Dobyns charge for services?

Jeffrey Thomas Dobyns's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SAGESPRING WEALTH PARTNERS?

SAGESPRING WEALTH PARTNERS has approximately 173 employees and manages $5.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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