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Drew Echternach
JEFFERSON BRIDGE CAPITAL
Nashville, TN 37203
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CRD#: 7854699
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Professional summary
Drew Echternach is a registered financial advisor currently at JEFFERSON BRIDGE CAPITAL, LLC located in Nashville, Tennessee.
Drew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Drew has worked at 1 firm .
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.
LACROSSE COACH, UNIVERSITY SCHOOL OF NASHVILLE, 01/2023, ___ HOURS/MONTH, NO HOURS DURING SECURITIES TRADING HOURS TUTOR, SELF-EMPLOYED, 07/2017, ___ HOURS/MONTH, NO HOURS DURING SECURITIES TRADING HOURS
CRS (Client Relationship Summary) - RIA
Click below to view Drew Echternach'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
January 18, 2024 - Present
JEFFERSON BRIDGE CAPITAL, LLC
Office #1: 3322 West End Avenue Suite 110, Nashville, TN 37203RIA
CRD#: 325636
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".
JB
JEFFERSON BRIDGE CAPITAL, LLC
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(1/18/2024)
Exams
Current Firm
JB
JEFFERSON BRIDGE CAPITAL, LLC
JEFFERSON BRIDGE CAPITAL, LLC
CRD#: 325636 / SEC#: 801-128527
RIA
Registered Investment Advisory firm - (9/20/2023 Approved)Upgrade to AdvisorCheck Premium
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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
3
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 35 |
| AUM (Assets Under Management) | $ 130,775,900 |
Red Flags
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