Jackson Calvin has been Member/Chief Compliance Officer/Chief Financial Officer of Sage Investment Counsel since February 2022, is a control person of the firm and directly owns between 5% and 10% of it.
Sage Investment Counsel LLC is a Franklin, TN firm with $165M under management, 79 clients and 4 advisers across 2 offices, as of its March 2026 filing.
- Sage Investment CounselCurrent– present · 6 yearsFranklin, TN · Adviser representative · Firm CRD 116907
Investment adviser representative registrations
Jackson Calvin is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from October 2020; the most recent is Texas, in February 2026.
- TennesseeSince 16 October 2020
- TexasResidentSince 19 February 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 October 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jackson Gunn Calvin
- CRD
- 7304568
- Firm
- Sage Investment Counsel · CRD 116907
- Role
- Member/Chief Compliance Officer/Chief Financial Officer
- Office
- 142 5TH AVENUE NORTH, SUITE A, Franklin, TN 37064
- Registration
- Investment adviser registration
- In the industry since
- October 2020
- Disciplinary history
- Not yet shown here · SEC record
Where does Jackson Calvin work?
Jackson Calvin has been Member/Chief Compliance Officer/Chief Financial Officer of Sage Investment Counsel LLC since February 2022, and is a control person of the firm.
Is Jackson Calvin a financial advisor?
Yes. Jackson Calvin has a current investment-adviser registration in Tennessee and Texas, through Sage Investment Counsel since October 2020.
How many years of experience does Jackson Calvin have?
Jackson Calvin has 6 years in the financial industry, since October 2020, across 1 adviser firm.
What exams has Jackson Calvin passed?
Jackson Calvin passed the Series 65 in October 2020.
Where is Jackson Calvin based?
Jackson Calvin’s registered office is in Franklin, TN.
Is Jackson Calvin registered with FINRA?
No. Jackson Calvin has no current broker registration.
How can I verify Jackson Calvin’s record?
Search CRD 7304568 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jackson Calvin’s full registration record.
