JB
Jason L. Bright
CAPITAL MARKETS IQ
Buford, GA 30519
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CRD#: 6937240
JB
Professional summary
Jason Lawrence Bright is a registered financial advisor currently at CAPITAL MARKETS IQ, LLC located in Buford, Georgia.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Jason has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Managing partner, Brightsmith Advisors LLC, insurance sales; business consulting; CPA Team Based Model services of Elite Resources Team, consulting with accounting firms and their clients. tax planning and mitigation, risk mitigation, estate planning and retirement needs; investment related, 70 hours; 15 hour during trading hours; Start Date November 2022. Board Member, Family Promise of GWIN, non-profit oversight, Lawrenceville, GA, investment related, 3 hours; 1 hour during trading hours; Start Date 08/01/2020. Partner, Bed Head Rentals, Lawrenceville, GA, rents audio visual equipment, noninvestment related, 1 hour; 0 during trading hours, Start Date 09/20/2021.
CRS (Client Relationship Summary) - RIA
Click below to view Jason Lawrence Bright's 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®
NoneExperience
Current
November 28, 2022 - Present
CAPITAL MARKETS IQ, LLC
Office #1: 2500 Thompson Mill Road, Buford, GA 30519RIA
CRD#: 134921
Buford, GA
Past
October 1, 2018 - November 2, 2022
THRIVENT INVESTMENT MANAGEMENT INC.
RIA
CRD#: 18387
Lawrenceville, GA
Past
August 24, 2018 - November 2, 2022
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
Lawrenceville, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CM
CAPITAL MARKETS IQ, LLC
0X PRIVATE WEALTH | WEISE CAPITAL ADVISERS | VERACITY FINANCIAL SERVICES | VERACITY ADVISORS | THE SKYHAWK ETF STRATEGY | TANDEM FINANCIAL | SURETY WEALTH MANAGEMENT | SECURE RETIREMENT SOLUTIONS | SEAGATE GLOBAL WEALTH MANAGEMENT | SAGE CAPITAL ADVISORS | RETIRE ORLANDO | PENG FINANCIAL GROUP | NOBLESTONE CAPITAL ADVISORS | MONAMIE WEALTH & RETIREMENT | LONGHORN WEALTH MANAGEMENT, LLC | LONGHORN CAPITAL MANAGEMENT, LLC | LONGHORN CAPITAL ADVISORS | KUZMA FINANCIAL SERVICES | KOI STRATEGIES | KING HARBOR WEALTH MANAGEMENT | IQINVEST | INTRALINE ASSET MANAGEMENT | FIRST SECURITY INVESTMENTS ADVISORS | EXECUTIVE SERVICES | DYNAMIC RETIREMENT SOLUTIONS | DRAWBRIDGE WEALTH | CAPITAL MARKETS IQ, LLC | CAMBRIDGE CAPITAL WEALTH | BURROS WEALTH MANAGEMENT | BRIGHTSMITH ADVISORS | BERING FINANCIAL | ACCORD CAPITAL
CRD#: 134921 / SEC#: 801-69992
RIA
Registered Investment Advisory firm - (4/3/2009 Approved)Texas
Registered Investment Advisory firm - (4/3/2009 Terminated)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
Alabama(7/31/2023)
IAR
Georgia(11/28/2022)
IAR
Utah(2/3/2025)
IAR
Virginia(2/3/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CM
CAPITAL MARKETS IQ, LLC
0X PRIVATE WEALTH | WEISE CAPITAL ADVISERS | VERACITY FINANCIAL SERVICES | VERACITY ADVISORS | THE SKYHAWK ETF STRATEGY | TANDEM FINANCIAL | SURETY WEALTH MANAGEMENT | SECURE RETIREMENT SOLUTIONS | SEAGATE GLOBAL WEALTH MANAGEMENT | SAGE CAPITAL ADVISORS | RETIRE ORLANDO | PENG FINANCIAL GROUP | NOBLESTONE CAPITAL ADVISORS | MONAMIE WEALTH & RETIREMENT | LONGHORN WEALTH MANAGEMENT, LLC | LONGHORN CAPITAL MANAGEMENT, LLC | LONGHORN CAPITAL ADVISORS | KUZMA FINANCIAL SERVICES | KOI STRATEGIES | KING HARBOR WEALTH MANAGEMENT | IQINVEST | INTRALINE ASSET MANAGEMENT | FIRST SECURITY INVESTMENTS ADVISORS | EXECUTIVE SERVICES | DYNAMIC RETIREMENT SOLUTIONS | DRAWBRIDGE WEALTH | CAPITAL MARKETS IQ, LLC | CAMBRIDGE CAPITAL WEALTH | BURROS WEALTH MANAGEMENT | BRIGHTSMITH ADVISORS | BERING FINANCIAL | ACCORD CAPITAL
CRD#: 134921 / SEC#: 801-69992
RIA
Registered Investment Advisory firm - (4/3/2009 Approved)Texas
Registered Investment Advisory firm - (4/3/2009 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Arlington, TX
Mailing Address
2810 N Church St Pmb 52811, Wilmington, DE 19802
Phone number
(310) 882-6380
Established
Firm type
Fiscal year end
# of Employees
26
SEC notice filing (30 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 827 |
| AUM (Assets Under Management) | $ 450,873,705 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 | ||
| 01/28/2025 | ||
| 08/22/2023 |
Red Flags
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Company Information
CAPITAL MARKETS IQ, LLC
CRD#: 134921Buford, GA 30519TRUST BUT VERIFY
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