Advisor at Jefferson Bridge Capital, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Jefferson Bridge Capital, LLC
Location
Nashville, TN 37203
Credentials
CFP®, CFA®
Industry experience
2 years
Based on Jefferson Bridge Capital, LLC
Based on Jefferson Bridge Capital, LLC
$0+: 1.00% +: 0.35%
3322 West End Avenue, Suite 110
Nashville, TN 37203
Tennessee
Jefferson Bridge Capital
2023 - Present (3 years)
Southeastern Trust Company
2018 - 2023 (5 years)
SELF-EMPLOYED
2017 - Present (9 years)
JB Dawson's Restaurant & Bar
2016 - 2017 (1 year)
Grove City College
2012 - 2017 (5 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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