Drew Echternach

Employer firm

Jefferson Bridge Capital, LLC CRD 325636

$146M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2023 → Present
  Jefferson Bridge Capital
  Nashville, TN
• 08/2018 → 09/2023
  Southeastern Trust Company
  Nashville, TN
• 08/2012 → 05/2017
  Grove City College
  Grove City, PA
• 08/2016 → 09/2017
  Jb Dawson'S Restaurant & Bar
  Lancaster, PA
• 09/2017 → Present
  Self-Employed
  Chattanooga, TN

Other Businesses

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

Designations

• Certified Financial Planner
• Chartered Financial Analyst