Jeffrey Atchison, financial advisor Goodlettsville TN

Jeffrey Atchison

CRD Number: 5875146
Current Firm: Sageguard Financial Group, LLC

Jeffrey Atchison (CRD# 5875146) is an Investment Advisor Representative working at Sageguard Financial Group, LLC in Goodlettsville, TN and has over 13 years of experience in the finance industry.

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Captrust
Company Name Location Dates Years
Sageguard Financial Group, LLC Abilene, TX Dec 2022 - Current 1
Alphastar Capital Management LLC Cornelius, NC Jul 2021 - Current 2
Sageguard Investment Advisory Services Abilene, TX Jan 2013 - Dec 2021 8
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2010
Contact Info for Jeffrey P. Atchison
Phone Number: (615) 859-4567
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    378
    MILLIONS
  • Total Number of Accounts
    2,400
    ACCOUNTS
  • Average Account Value
    $157,463
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, GA, TN, TX

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