Jesse Scroggins
Forbes Next-Gen Advisors Best-In-State, 2025
- Role
- Senior Executive Vice President at SageSpring Wealth Partners
- Location
- Birmingham, AL, US
- LinkedIn followers
- 500 followers
About Jesse Scroggins
CORE VALUES: Wise comprehensive financial counsel, Treat people with dignity and respect, A high standard of knowledge, professionalism, and expertise, Independent objective solutions, Ethical and trustworthy.**For important disclosure information, please see \"Social Media Disclosure\" link in the \"Contact Info\" section.2023 Forbes Top Wealth Advisors Best-In-State, developed by Shook Research, is based on the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. 39,007 nominations were received and 7,321 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://go.rjf.com/3KsXbF7. Please see for more info.
Experience
Senior Executive Vice President
Oct 2025 — Present · Birmingham, AL, US
Skills
- Securities Research
- Legacy Strategies
- Retirement
- Bonds
- Retirement Income Strategies
- Estate Considerations
- 401k Rollovers
- 403b Rollovers
- 403b Planning
- Mutual Funds
- Municipal Bonds
- Financial Advisory
- College Savings Plans
- Annuities
- Long Term Care
- Certificates of Deposit(Cd)
- Insurance
- 401k Planning
- Stocks
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