Jason Plunkett (CRD# 4859990) is an Investment Advisor Representative working at Sagespring Wealth Partners in Franklin, TN and has over 19 years of experience in the finance industry.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sagespring Wealth Partners | Franklin, TN | Nov 2022 - Current | 1 |
| Https://www.plunkettwealth.com/ | Franklin, TN | Sep 2021 - Current | 2 |
| Dixon-wells | Franklin, TN | Sep 2019 - Current | 4 |
| Raymond James Financial Services, Inc. | Nashville, TN | Apr 2016 - Current | 8 |
| Southwestern Investment Group | Franklin, TN | Feb 2018 - Nov 2022 | 4 |
| Southwestern Investment Advisory Services | Franklin, TN | Mar 2017 - Nov 2022 | 5 |
| Raymond James Financial Services Advisors Inc. | Nashville, TN | Jun 2016 - Mar 2017 | < 1 |
| Proequities Inc. | Nashville, TN | Apr 2014 - Jan 2016 | 1 |
| Protective Life | Nashville, TN | Mar 2014 - Jan 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2005 |
| S66 | NASAA Uniform Combined State Law Examination | May 2016 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
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Total Assets Under Management5,503MILLIONS
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Total Number of Accounts28,921ACCOUNTS
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Average Account Value$190,272
- A percentage of assets under your management
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- Portfolio management for individuals and/or small businesses
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