CFP

Jason Qualls

14 Years of Experience

Murfreesboro, TN

1 Disclosure

Jason Qualls is a CFP-designated registered investment advisor at Fortitude Wealth Management, based in Murfreesboro, TN, with 14 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Retirement Planning, and 1 more. Their firm serves 136 clients with $100M in assets under management.

Fortitude Wealth Management

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

1 advisor

IM Fee

Planning only

Assets Under Management

$103.0M

Fee Structure

Fortitude Wealth Management offers financial planning services for a one-time fee ranging from $500 to $20,000.

One-Time Plan:$500 - $20,000

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Location

120 East Main, Suite 300, Murfreesboro, TN, 37130-3783

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History

Regulatory History (1)

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Employment Separation After Allegations

July 2008

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Employment History

Current Registrations

Fortitude Wealth Management

December 2011 - Present · 14 yrs 4 mos

Previous Registrations

Northwestern Mutual Investment Services,llc

November 2007 - July 2008 · 8 mos

State Registrations1 state

Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams

No exam information available for this advisor.

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