Jeffrey Dobyns has been President / CEO of SageSpring Wealth Partners since July 2014, is a control person of the firm and directly owns under 5% of it.
Sagespring Wealth Partners is a Franklin, TN firm with $8.49B under management, 11,623 clients and 100 advisers across 12 offices, as of its July 2026 filing.
Jeff Dobyns is President of SageSpring Wealth Partners. Dobyns founded SageSpring Wealth Partners in 2002 and has guided the firm's growth. He held executive positions with financial firms for more than twenty years.
Jeffrey Dobyns’ longest registration is the current one, 10 years at SageSpring Wealth Partners since 2016. Before joining SageSpring Wealth Partners in 2016, Jeffrey Dobyns was registered through Raymond James Financial Services Advisors, Inc and Raymond James Financial Services.
- Sagespring Wealth PartnersCurrent– present · 10 yearsFranklin, TN · Adviser representative · Firm CRD 283515
- Raymond James Financial Services Advisors, Inc– · 7 yearsFranklin, TN · Adviser representative · Firm CRD 149018
- Raymond James Financial Services– · 4 yearsFranklin, TN · Adviser representative · Firm CRD 6694
Professional designations
Listed by SageSpring Wealth Partners
- CFP®
- CLU
- CHFC
Investment adviser representative registrations
Jeffrey Dobyns is registered as an investment adviser representative in 2 states. The first approvals date from August 2016; the most recent is Texas, in February 2017.
- TennesseeSince 17 August 2016
- TexasSince 13 February 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 3 April 2007 |
| Series 51 | Municipal Fund Securities Principal Examination | 22 January 2007 |
| Series 24 | General Securities Principal Examination | 11 September 2002 |
| Series 63 | Uniform Securities Agent State Law Examination | 8 April 2002 |
| Series 7 | General Securities Representative Examination | 1 February 1999 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 22 September 1998 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Municipal Fund Securities Principal Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jeffrey Thomas Dobyns
- CRD
- 3120830
- Firm
- SageSpring Wealth Partners · CRD 283515
- Role
- President / CEO
- Office
- 701 COOL SPRINGS BLVD, SUITE 500, Franklin, TN 37067
- Registration
- Investment adviser and broker registrations
- In the industry since
- November 1998
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- sagespring.com
Where does Jeffrey Dobyns work?
Jeffrey Dobyns has been President / CEO of Sagespring Wealth Partners since July 2014, and is a control person of the firm.
Is Jeffrey Dobyns a financial advisor?
Yes. Jeffrey Dobyns has a current investment-adviser registration in Tennessee and Texas, through SageSpring Wealth Partners since August 2016.
How many years of experience does Jeffrey Dobyns have?
Jeffrey Dobyns has 27 years in the financial industry, since November 1998, across 3 adviser firms.
What exams has Jeffrey Dobyns passed?
Jeffrey Dobyns has passed 6 licensing exams: the Series 6, Series 7, Series 63, Series 24, Series 51 and Series 31. The earliest, the Series 6, was passed in September 1998. FINRA credited Jeffrey Dobyns with the SIE, which began in October 2018.
Where did Jeffrey Dobyns work before SageSpring Wealth Partners?
Before SageSpring Wealth Partners, Jeffrey Dobyns was registered through Raymond James Financial Services, March 2004 to January 2009.
Where is Jeffrey Dobyns based?
Jeffrey Dobyns’ registered office is in Franklin, TN.
Is Jeffrey Dobyns registered with FINRA?
Yes. Jeffrey Dobyns has a current broker registration, under CRD 3120830.
Source: FINRA BrokerCheck
Is Jeffrey Dobyns a CFP?
SageSpring Wealth Partners lists Jeffrey Dobyns with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Jeffrey Dobyns’ record?
Search CRD 3120830 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jeffrey Dobyns’ full registration record.
