Jason Qualls is Chief Compliance Officer and Chief Executive Officer of Jason W. Qualls, is a control person of the firm and directly owns 75% or more of it. Jason Qualls holds an MBA in Accounting from Middle Tennessee State University and a BBA in Finance from Middle Tennessee State University.
Jason W. Qualls is a Murfreesboro, TN firm with $113M under management, 134 clients and 1 adviser in one office, as of its July 2026 filing.
Jason W. Qualls is founder of Fortitude Financial Planning, based in Murfreesboro, Tennessee. He began his career in the financial services industry in 2001. He coaches individuals and business owners on comprehensive financial planning, including budgeting, risk management, investment management, retirement planning, tax planning and estate conservation, and hosts "Financial Coaching Radio" on WGNS FM 100.5.
Jason Qualls’ longest registration is the current one, 14 years at Jason W. Qualls since 2011. Before joining Jason W. Qualls in 2011, Jason Qualls was registered through Northwestern Mutual Investment Services,llc.
- Fortitude Wealth ManagementCurrent– present · 14 yearsMurfreesboro, TN · Adviser representative · Firm CRD 159192
- Northwestern Mutual Investment Services,llc– · under a yearNashville, TN · Adviser representative · Firm CRD 2881
Professional designations
Listed by Jason W. Qualls
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Jason Qualls is registered as an investment adviser representative in Tennessee, since December 2011.
- TennesseeSince 5 December 2011
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 15 January 2007 |
| Series 7 | General Securities Representative Examination | 15 June 2005 |
| Series 63 | Uniform Securities Agent State Law Examination | 29 June 2002 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 24 May 2002 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jason Wallace Qualls
- CRD
- 4525479
- Firm
- Jason W. Qualls · CRD 159192
- Role
- Chief Compliance Officer; Chief Executive Officer
- Office
- 201 EAST MAIN STREET, SUITE 420, Murfreesboro, TN 37130-3783
- Registration
- Investment adviser registration
- In the industry since
- April 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- jasonwqualls.com
Where does Jason Qualls work?
Jason Qualls is Chief Compliance Officer; Chief Executive Officer of Jason W. Qualls, and is a control person of the firm.
Is Jason Qualls a financial advisor?
Yes. Jason Qualls has a current investment-adviser registration in Tennessee, through Jason W. Qualls since December 2011.
How many years of experience does Jason Qualls have?
Jason Qualls has 15 years in the financial industry, since April 2011, across 2 adviser firms.
What exams has Jason Qualls passed?
Jason Qualls has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in May 2002.
Where did Jason Qualls work before Jason W. Qualls?
Before Jason W. Qualls, Jason Qualls was registered through Northwestern Mutual Investment Services,llc, November 2007 to July 2008.
Where is Jason Qualls based?
Jason Qualls’ registered office is in Murfreesboro, TN.
Is Jason Qualls registered with FINRA?
No. Jason Qualls has no current broker registration.
Is Jason Qualls a CFP?
Jason W. Qualls lists Jason Qualls with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Jason Qualls’ record?
Search CRD 4525479 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Qualls’ full registration record.