Jeff Whaling (CRD# 7159594) is an Investment Advisor Representative working at Sagespring Wealth Partners in Frisco, TX and has over 4 years of experience in the finance industry.
CRD# 6909749
Fidelity Personal And Workplace Advisors
CRD# 5268736
Aber Investments
CRD# 4422503
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sagespring Wealth Partners | San Antonio, TX | Nov 2022 - Current | 1 |
| Whaling Wealth Team | San Antonio, TX | Apr 2022 - Current | 2 |
| Raymond James Financial Services, Inc. | Frisco, TX | Jul 2019 - Current | 4 |
| Southwestern Investment Advisory Services | Franklin, TN | Jul 2019 - Current | 4 |
| Southwestern Investment Advisory Services | San Antonio, TX | Sep 2020 - Oct 2022 | 2 |
| Southwestern Investment Group | San Antonio, TX | Sep 2020 - Oct 2022 | 2 |
| Great American Opp | Helotes, TX | May 1999 - Jun 2019 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2019 |
- LA
- TX
-
Total Assets Under Management5,503MILLIONS
-
Total Number of Accounts28,921ACCOUNTS
-
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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