Jeff Whaling
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Jeff Whaling Email & Phone Number

Financial Advisor at SageSpring Wealth Partners
Location: San Antonio, Texas Metropolitan Area, United States 3 work roles 1 school
1 work email found @southwestern.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@southwestern.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Financial Advisor
Location
San Antonio, Texas Metropolitan Area, United States
Company size

Who is Jeff Whaling? Overview

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Quick answer

Jeff Whaling is listed as Financial Advisor at SageSpring Wealth Partners, a with 164 employees, based in San Antonio, Texas Metropolitan Area, United States. AeroLeads shows a work email signal at southwestern.com and a matched LinkedIn profile for Jeff Whaling.

Jeff Whaling previously worked as Vice President Sales at Great American Opportunities and Associate Sales Leader at Southwestern Advantage. Jeff Whaling holds Bachelor Of Science - Bs, Business, Management, Marketing, And Related Support Services from Oklahoma State University.

Company email context

Email format at SageSpring Wealth Partners

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{first}{last}@southwestern.com
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AeroLeads found 1 current-domain work email signal for Jeff Whaling. Compare company email patterns before reaching out.

Profile bio

About Jeff Whaling

Recently helped open the San Antonio branch of SageSpring Wealth Partners (formerly Southwestern Investment Group). One of a Limited number of financial practices that is a member of the Dave Ramsey Smart Vester Pro program. Experienced Vice-President Sales Leader with a demonstrated history of working in the fundraising industry. Skilled in Sales, Organizational Development, Leadership, Team Building, and Public Speaking. Strong sales professional with a Master's degree focused in Business, Management and Marketing from the University of Oklahoma.

Listed skills include Team Building, Public Speaking, Organizational Development, Sales, and 1 others.

Current workplace

Jeff Whaling's current company

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SageSpring Wealth Partners
Sagespring Wealth Partners
Financial Advisor
801 Crescent Centre Dr, Franklin,Tennessee 37067,United States
Website
Employees
164
AeroLeads page
3 roles

Jeff Whaling work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Current

San Antonio, Texas Area

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Southwestern Investment Group. Southwestern Investment Group is not a registered broker/dealer and is independent of Raymond James Financial Services.For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.

Jul 2019 - Present

Vice President Sales

Great American Opportunities
May 1999 - Jul 2019
1 education record

Jeff Whaling education

FAQ

Frequently asked questions about Jeff Whaling

Quick answers generated from the profile data available on this page.

What company does Jeff Whaling work for?

Jeff Whaling works for SageSpring Wealth Partners.

What is Jeff Whaling's role at SageSpring Wealth Partners?

Jeff Whaling is listed as Financial Advisor at SageSpring Wealth Partners.

What is Jeff Whaling's email address?

AeroLeads has found 1 work email signal at @southwestern.com for Jeff Whaling at SageSpring Wealth Partners.

Where is Jeff Whaling based?

Jeff Whaling is based in San Antonio, Texas Metropolitan Area, United States while working with SageSpring Wealth Partners.

What companies has Jeff Whaling worked for?

Jeff Whaling has worked for Sagespring Wealth Partners, Great American Opportunities, and Southwestern Advantage.

How can I contact Jeff Whaling?

You can use AeroLeads to view verified contact signals for Jeff Whaling at SageSpring Wealth Partners, including work email, phone, and LinkedIn data when available.

What schools did Jeff Whaling attend?

Jeff Whaling holds Bachelor Of Science - Bs, Business, Management, Marketing, And Related Support Services from Oklahoma State University.

What skills is Jeff Whaling known for?

Jeff Whaling is listed with skills including Team Building, Public Speaking, Organizational Development, Sales, and Leadership.

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