JQ
CFP
JQ
CFP

Jason Qualls

15 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 15 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 134 clients with $110M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$112.5M

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

201 East Main Street, Suite 420, Murfreesboro, TN, 37130-3783

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History

Regulatory History (1)
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Employment Separation After Allegations
July 2008
Employment History
Current Registrations
Fortitude Wealth Management
December 2011 - Present · 14 yrs 10 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
November 2007 - July 2008 · 8 mos
State Registrations1 state
TN
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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