Jackson Calvin
Sage Investment Counsel · Franklin, Tennessee
Jackson Calvin is a fee-only financial advisor at Sage Investment Counsel in Franklin, Tennessee. Jackson focuses on retirement planning. Sage Investment Counsel reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
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Specialties
Facts
| Firm | Sage Investment Counsel |
|---|---|
| Based in | Franklin, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Assets under management | $164.6M across 227 accounts |
| SEC registration | Investment adviser representative in TN, TX · CRD 7304568 |
| Exams passed | Series 65 (2020) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.sageinv.com |
| Profile |
How Jackson's firm compares
- Sage Investment Counsel's average account is about $725,000, from its Form ADV (assets managed divided by 227 accounts).
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Questions about Jackson
Is Jackson Calvin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jackson holds no broker registration, and Sage Investment Counsel reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jackson charge for financial advice?
Jackson's firm, Sage Investment Counsel, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is Jackson Calvin based?
Jackson Calvin is based in Franklin, Tennessee.
What does Jackson specialize in?
Jackson's specialties include retirement planning.
Is Jackson Calvin registered with the SEC?
Yes. Jackson Calvin is registered as an investment adviser representative in TN and TX (CRD 7304568), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sage Investment Counsel manage?
Sage Investment Counsel reports $164.6M across 227 accounts in assets under management.
How do I contact Jackson Calvin?
Through Jackson's website, www.sageinv.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Sage Investment Counsel website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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