Jason W. Qualls

FORTITUDE WEALTH MANAGEMENT

Murfreesboro, TN 37130-3783

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CRD#: 4525479

Professional summary

Jason Wallace Qualls, CFP®, who also goes by Jason Qualls, is a registered financial advisor currently at FORTITUDE WEALTH MANAGEMENT located in Murfreesboro, Tennessee.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Jason has worked at 2 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jason Qualls

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Wallace Qualls's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2005

Experience

Current

December 5, 2011 - Present

FORTITUDE WEALTH MANAGEMENT

Office #1: 120 East Main Suite 300, Murfreesboro, TN 37130-3783

RIA

CRD#: 159192

Murfreesboro, TN

Past

November 16, 2007 - July 15, 2008

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

NASHVILLE, TN

Past

May 27, 2002 - July 15, 2008

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

NASHVILLE, TN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Tennessee
(12/5/2011)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/15/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/29/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/15/2005

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/24/2002

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FORTITUDE WEALTH MANAGEMENT

FORTITUDE FINANCIAL PLANNING | JASON W. QUALLS | FORTITUDE WEALTH MANAGEMENT

CRD#: 159192 / SEC#: 801-134386

Tennessee

Registered Investment Advisory firm - (11/18/2011 Approved)

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Contact information

Main Address

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

Mailing Address

Phone number

(615) 878-2134

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2 B (8/20/2025)

ADV PART 2 BROCHURE (8/20/2025)

Regulatory assets under management

Total Number of Accounts	507
AUM (Assets Under Management)	$ 103,000,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Jason W. Qualls

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Wallace Qualls's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORTITUDE WEALTH MANAGEMENT

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/15/2007

Series 63

Date: 6/29/2002

Series 7

Date: 6/15/2005

Series 6

Date: 5/24/2002

Current Firm

FORTITUDE WEALTH MANAGEMENT

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FORTITUDE WEALTH MANAGEMENT

TRUST BUT VERIFY

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