LPL Financial
47yrs
Top advisor by experience in Franklin
10yrs
Jonathan Workman
Financial advisor at Sagespring Wealth Partners
Jonathan Workman is a fiduciary financial advisor in Franklin, Tennessee, with 10 years in the industry. After less than a year at Morgan Stanley, Jonathan joined Sagespring Wealth Partners in 2026, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 669 advisors with offices in Franklin, and one of 593 fiduciaries.
At a glance
Experience10 years (since 2017)
How that compares ?More experience than 64% of advisors at Sagespring Wealth Partners
Office701 Cool Springs Blvd Suite 500, Franklin, TN 37067
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$728,536
Advisors at the firm125
States licensed ?1 state
Services through Sagespring Wealth Partners
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Aug 2026 – nowSagespring Wealth PartnersCurrent firm
- Feb 2017 – Jun 2017Morgan StanleyPreviously
Contact Jonathan
(615) 861-6100Sagespring Wealth Partners main office 701 Cool Springs Blvd Suite 500Franklin, TN 37067Office · Get directions Facebook pageSagespring Wealth Partners
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Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jonathan
How do I contact Jonathan?
Call Sagespring Wealth Partners at (615) 861-6100 and ask for Jonathan Workman. Jonathan works from the Franklin, TN office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2017, about 10 years. More experience than 64% of advisors at Sagespring Wealth Partners.
What licenses does Jonathan hold?
Series 65, Series 66. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan paid?
Sagespring Wealth Partners reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jonathan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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