Jesse Scroggins (CRD# 5736796) is an Investment Advisor Representative working at Sagespring Wealth Partners in Birmingham, AL and has over 14 years of experience in the finance industry.
CRD# 2842337
Nbc Securities, Inc.
CRD# 6641051
Rfg Advisory, LLC
CRD# 6186795
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sage Spring | Homewood, AL | Nov 2022 - Current | 1 |
| Scroggins Wealth Team | Homewood, AL | Dec 2021 - Current | 2 |
| Sagespring Wealth Partners | Homewood, AL | Feb 2018 - Current | 6 |
| Raymond James Financial Services, Inc. | Birmingham, AL | May 2016 - Current | 8 |
| Juice Plus | Birmingham, AL | Oct 2013 - Current | 10 |
| Southwestern Investment Group | Homewood, AL | Feb 2018 - Nov 2022 | 4 |
| Southwestern Investment Advisory Services | Homewood, AL | Mar 2017 - Nov 2022 | 5 |
| Raymond James Financial Services Advisors Inc. | Birmingham, AL | May 2016 - Mar 2017 | < 1 |
| Edward Jones | St Louis, MO | Nov 2009 - May 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2010 |
- AL
- LA
- TX
-
Total Assets Under Management5,503MILLIONS
-
Total Number of Accounts28,921ACCOUNTS
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Average Account Value$190,272
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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