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Jason A Krueger

Capwealth Advisors, LLC

Franklin, TN

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Current Employers
Capwealth Advisors, Llc

4031 Aspen Grove Drive Suite 600, Franklin, TN 37067 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2021-09-28
  • TN RA
    APPROVED
    Since 2021-09-28

Branch Locations

4031 Aspen Grove Drive Suite 600, Franklin, TN 37067 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Equity Net New York NY 09/2016 10/2016
Unemployed New York NY 11/2016 02/2017
Ubs Nashville TN 02/2017 10/2020
Capwealth Advisors, Llc Nashville TN 11/2020 Present
  • 09/2016 → 10/2016
    Equity Net
    New York, NY
  • 11/2016 → 02/2017
    Unemployed
    New York, NY
  • 02/2017 → 10/2020
    Ubs
    Nashville, TN
  • 11/2020 → Present
    Nashville, TN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-09-22
  • S65 Uniform Investment Adviser Law Examination
    2021-09-22
Other Names
  • Jason Alexander Krueger
  • Jason A Krueger

View on SEC IAPD

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