Jason W. Qualls provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 101–250 clients last fiscal year.
Jason W. Qualls reports 134 individuals. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $113M across 649 accounts are not. It advised 136 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 134 | $113M | 100.0% | $840K |
| Total | 134 | $113M | 100% | $840K |
- Clients
- 134
- Regulatory AUM
- $113M
- AUM share
- 100.0%
- Avg. per client
- $840K
Total
- Clients
- 134
- Regulatory AUM
- $113M
- AUM share
- 100%
- Avg. per client
- $840K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 136
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Jason W. Qualls is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Fee-only financial planning for individuals ranges from $500 to $20,000, set in the client's written agreement.
Jason Qualls owns 75% or more of Jason W. Qualls. Jason Qualls is CEO; the leadership team includes Chief Compliance Officer Jason Qualls. It has 1 employee.
Leadership
Jason QuallsChief Executive Officer- Jason QuallsChief Compliance Officer
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Jason W. Qualls
Jason Qualls
Control person · since September 2011
Besides its headquarters, Jason W. Qualls has 0 offices, with 1 listed address in Tennessee.
Tennessee · 1 listed address
- 201 East Main Street, Suite 420, MurfreesboroHQ
Other business names
Jason W. Qualls has reported 1 other business name to the SEC.
- Fortitude Financial Planning
Contact and registration details
- Legal name
- Jason W. Qualls
- Headquarters
- 201 East Main Street, Suite 420, Murfreesboro, TN 37130-3783
- Website
- jasonwqualls.com
- Phone
- 615-878-2134
- SEC file
- 801-134386
- Structure
- Tennessee sole proprietorship
- Fiscal year end
- December
Jason W. Qualls does not have custody of client assets.
At year end, Jason W. Qualls’ separately managed accounts were mostly in stocks (97%).
What the accounts hold
- Stocks97%
- Cash3%
How many clients does Jason W. Qualls have?
Jason W. Qualls has 134 clients and manages $113 million for them, as of July 2026. They include 134 individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 14 July 2026
What services does Jason W. Qualls offer?
Jason W. Qualls provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Jason W. Qualls have?
Jason W. Qualls has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Jason W. Qualls invest in?
At the end of its last fiscal year, Jason W. Qualls’ separately managed accounts held 97% exchange-traded equities and 3% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Jason W. Qualls?
Jason W. Qualls’ direct owner is Jason Qualls (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 14 July 2026
How does Jason W. Qualls get paid?
Jason W. Qualls is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Jason W. Qualls registered with the SEC?
Yes, Jason W. Qualls has been registered with the SEC as an investment adviser since 22 December 2025. Its CRD number is 159192 and its SEC file number is 801-134386.
Source: Form ADV Part 1A, Item 1, filed 14 July 2026; IAPD firm record
How do I contact Jason W. Qualls?
Jason W. Qualls’ main office is at 201 East Main Street, Suite 420, Murfreesboro, TN 37130-3783. Its phone number is 615-878-2134. Its website is jasonwqualls.com.