Best Investors Account Sign in
Inactive

Jackson B Eldridge

Witt Financial Group, LLC

Crossville, TN

CRD 7924041

Claim This Profile
Employer firm

Witt Financial Group, LLC CRD 156462

$160M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Witt Financial Group, Llc

91 Hwy 70 East Suite 102, Crossville, TN 38555 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2026-03-23
  • TN RA
    APPROVED
    Since 2026-03-23

Branch Locations

91 Hwy 70 E, Suite 102, Crossville, TN 38555 • 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
Tad Center Crossville TN 01/2016 08/2021
Knox County Clerk Knoxville TN 08/2021 09/2025
Rw Baird Knoxville TN 05/2024 02/2025
Witt Financial Grop Crossville TN 02/2025 Present
  • 01/2016 → 08/2021
    Tad Center
    Crossville, TN
  • 08/2021 → 09/2025
    Knox County Clerk
    Knoxville, TN
  • 05/2024 → 02/2025
    Rw Baird
    Knoxville, TN
  • 02/2025 → Present
    Witt Financial Grop
    Crossville, TN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-20
  • S65 Uniform Investment Adviser Law Examination
    2026-03-20

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Crossville, TN

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor