Adviser Profile

As of Date 12/24/2025
Registration status Registration Changed to JASON W. QUALLS
ADV Location MURFREESBORO, TN, United States
Contact Info 615 xxxxxxx
Websites
AUM* 103,000,000 16%
of that, discretionary 0
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 203,156 11%
SMA’s No
Private Funds 0

Adviser Type

Client Types

- Individuals (other than high net worth individuals)

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees