Jason Gresham has been Managing Principal / CCO of Wealth Management of the Bluegrass since June 2017, is a control person of the firm and directly owns 75% or more of it.
Wealth Management of the Bluegrass, LLC. is a Lexington, KY firm with $187M under management, 159 clients and 2 advisers in one office, as of its March 2026 filing.
Jason Gresham’s longest registration is the current one, 9 years at Wealth Management of the Bluegrass since 2017. Before joining Wealth Management of the Bluegrass in 2017, Jason Gresham was registered through Tiaa-Cref Advice and Planning Services and Chase Investment Services Corp.
- – present · 9 yearsLexington, KY · Adviser representative · Firm CRD 289163
- Tiaa-Cref Advice and Planning Services– · 2 yearsLexington, KY · Adviser representative · Firm CRD 20472
- Chase Investment Services Corp.– · 1 yearLexington, KY · Adviser representative · Firm CRD 25574
- Banc One Securities Corporation– · 2 yearsLexington, KY · Adviser representative · Firm CRD 16999
Investment adviser representative registrations
Jason Gresham is registered as an investment adviser representative in Kentucky, since July 2017.
- KentuckySince 28 July 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 21 June 2001 |
| Series 7 | General Securities Representative Examination | 12 June 2001 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 17 March 2001 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jason Christopher Gresham
- CRD
- 4364298
- Firm
- Wealth Management of the Bluegrass · CRD 289163
- Role
- Managing Principal / CCO
- Office
- 424 LEWIS HARGETT CIRCLE, SUITE 250, Lexington, KY 40503
- Registration
- Investment adviser registration
- In the industry since
- April 2011
- Disciplinary history
- Not yet shown here · SEC record
Where does Jason Gresham work?
Jason Gresham has been Managing Principal / CCO of Wealth Management of the Bluegrass, LLC. since June 2017, and is a control person of the firm.
Is Jason Gresham a financial advisor?
Yes. Jason Gresham has a current investment-adviser registration in Kentucky, through Wealth Management of the Bluegrass since July 2017.
How many years of experience does Jason Gresham have?
Jason Gresham has 15 years in the financial industry, since April 2011, across 4 adviser firms.
What exams has Jason Gresham passed?
Jason Gresham has passed 3 licensing exams: the Series 6, Series 7 and Series 66. The earliest, the Series 6, was passed in March 2001.
Where did Jason Gresham work before Wealth Management of the Bluegrass?
Before Wealth Management of the Bluegrass, Jason Gresham was registered through Tiaa-Cref Advice and Planning Services, May 2007 to September 2009; Chase Investment Services Corp., July 2005 to March 2007; Banc One Securities Corporation, March 2003 to July 2005.
Where is Jason Gresham based?
Jason Gresham’s registered office is in Lexington, KY.
Is Jason Gresham registered with FINRA?
No. Jason Gresham has no current broker registration.
How can I verify Jason Gresham’s record?
Search CRD 4364298 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Gresham’s full registration record.