Overview
Assets Under Management: $103 million
Headquarters: MURFREESBORO, TN
Frequently Asked Questions
JASON W. QUALLS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #159192), JASON W. QUALLS is subject to fiduciary duty under federal law.
JASON W. QUALLS is headquartered in MURFREESBORO, TN.
According to their SEC Form ADV, JASON W. QUALLS offers financial planning and portfolio management for individuals. View all service details ↓
JASON W. QUALLS manages $103 million in client assets according to their SEC filing dated August 29, 2025.
According to their SEC Form ADV, JASON W. QUALLS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Total Client Accounts: 507
Non-Discretionary Accounts: 507
Regulatory Filings
CRD Number: 159192
Filing ID: 2012612
Last Filing Date: 2025-08-29 18:46:00
Website: https://www.fortitudewealthmanagement.com