Jeffrey Atchison has been an investment adviser representative at SageGuard Financial Group since December 2022, and is not listed among the firm’s executive officers or direct owners.
Sageguard Financial Group, LLC is a Goodlettsville, TN firm with $756M under management, 2,469 clients and 14 advisers across 4 offices, as of its July 2026 filing.
Jeffrey Atchison’s longest registration was 8 years at Sageguard Financial Group, LLC (2013–2021). Before joining SageGuard Financial Group in 2022, Jeffrey Atchison was registered through Alphastar Capital Management, LLC and Brookstone Capital Management LLC.
- – present · 3 yearsGoodlettsville, TN · Adviser representative · Firm CRD 160266
- Alphastar Capital Management, LLC– · 1 yearAbilene, TX · Adviser representative · Firm CRD 157423
- Brookstone Capital Management LLC– · 2 yearsTuscola, TX · Adviser representative · Firm CRD 141413
Investment adviser representative registrations
Jeffrey Atchison is registered as an investment adviser representative in Texas, since December 2022.
- TexasSince 22 December 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 November 2010 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jeffrey Pierce Atchison
- CRD
- 5875146
- Firm
- SageGuard Financial Group · CRD 160266
- Office
- 3066 BUSINESS PARK CIRCLE, Goodlettsville, TN 37072
- Registration
- Investment adviser registration
- In the industry since
- January 2011
- Disciplinary history
- Not yet shown here · SEC record
Where does Jeffrey Atchison work?
Jeffrey Atchison is an investment adviser representative registered through Sageguard Financial Group, LLC since December 2022, and is not listed among the firm’s executive officers or direct owners.
Is Jeffrey Atchison a financial advisor?
Yes. Jeffrey Atchison has a current investment-adviser registration in Texas, through SageGuard Financial Group since December 2022.
How many years of experience does Jeffrey Atchison have?
Jeffrey Atchison has 15 years in the financial industry, since January 2011, across 3 adviser firms.
What exams has Jeffrey Atchison passed?
Jeffrey Atchison passed the Series 65 in November 2010.
Where did Jeffrey Atchison work before SageGuard Financial Group?
Before SageGuard Financial Group, Jeffrey Atchison was registered through Brookstone Capital Management LLC, January 2011 to January 2013.
Where is Jeffrey Atchison based?
Jeffrey Atchison’s registered office is in Goodlettsville, TN.
Is Jeffrey Atchison registered with FINRA?
No. Jeffrey Atchison has no current broker registration.
How can I verify Jeffrey Atchison’s record?
Search CRD 5875146 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Atchison’s full registration record.
