Joshua A. Ireland

JEFFERSON BRIDGE CAPITAL

Nashville, TN 37203

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CRD#: 7664379

Professional summary

Joshua Anthony Ireland is a registered financial advisor currently at JEFFERSON BRIDGE CAPITAL, LLC located in Nashville, Tennessee.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Joshua has worked at 2 firms and has passed the Series 65 and Series 3 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.

JEFFERSON BRIDGE CAPITAL

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Anthony Ireland'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®

None

Experience

Current

January 2, 2024 - Present

JEFFERSON BRIDGE CAPITAL, LLC

Office #1: 3322 West End Avenue Suite 110, Nashville, TN 37203

RIA

CRD#: 325636

Nashville, TN

Past

April 11, 2023 - December 22, 2023

WOODMONT INVESTMENT COUNSEL, LLC

RIA

CRD#: 109779

NASHVILLE, TN

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".

JEFFERSON BRIDGE CAPITAL, LLC

CRD#: 325636 / SEC#: 801-128527

RIA

Registered Investment Advisory firm - (9/20/2023 Approved)

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
(1/2/2024)

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 65

Date: 3/24/2023

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 3

Date: 5/17/2016

National Commodity Futures Examination

Current Firm

JEFFERSON BRIDGE CAPITAL, LLC

CRD#: 325636 / SEC#: 801-128527

RIA

Registered Investment Advisory firm - (9/20/2023 Approved)

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Contact information

Main Address

3322 West End Avenue Suite 110, Nashville, TN 37203

Mailing Address

Phone number

(615) 312-7750

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

JBC ADV 2A AA 3.21.2025 (3/21/2025)

Regulatory assets under management

Total Number of Accounts	35
AUM (Assets Under Management)	$ 130,775,900

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Joshua A. Ireland

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Anthony Ireland's CRS (Customer Relationship Summary).

Certified licenses

Experience

JEFFERSON BRIDGE CAPITAL, LLC

WOODMONT INVESTMENT COUNSEL, LLC

Primary Firm SEC Registration

JEFFERSON BRIDGE CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/24/2023

Series 3

Date: 5/17/2016

Current Firm

JEFFERSON BRIDGE CAPITAL, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

JEFFERSON BRIDGE CAPITAL, LLC

TRUST BUT VERIFY

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