{"url":"https://nivawealth.com/firms/jason-w-qualls-159192","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/159192","regulatoryAum":112500000,"crd":"159192","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4525479","suffix":null,"lastName":"QUALLS","firstName":"JASON","middleName":"WALLACE"}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-134386","legalName":"Jason W. Qualls","displayName":"Jason W. Qualls","slug":"jason-w-qualls-159192","website":"https://jasonwqualls.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"xUrl":"https://twitter.com/jasonquallscfp","founded":null,"organization":"Tennessee sole proprietorship","fiscalYearEnd":"December","headquarters":{"street":"201 East Main Street, Suite 420","city":"Murfreesboro","state":"TN","stateName":"Tennessee","country":"United States","postalCode":"37130-3783"},"tradeNames":["Fortitude Financial Planning"],"registration":{"secApproved":"22 December 2025","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":839552.2388059702,"staff":{"employees":1,"advisory":1,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":112500000,"discretionary":0,"discretionaryAccounts":0,"nonDiscretionary":112500000,"nonDiscretionaryAccounts":649,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":136},"clientTypes":[{"label":"Individuals (other than HNW)","clients":134,"regulatoryAum":112500000}],"feePrograms":[{"role":"other","program":"Financial Planning Services","summary":"Fee-only financial planning for individuals ranges from $500 to $20,000, set in the client's written agreement.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018167","versionId":1018167,"submittedOn":"2026-03-12","documentName":"ADV PART 2 BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T14:24:52.600057+00:00","documents":[{"name":"ADV PART 2 BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018167","versionId":1018167,"submittedOn":"2026-03-12"},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=988223","versionId":988223,"submittedOn":null}]},"custodians":[],"custodyNote":"Jason W. Qualls does not have custody of client assets.","leadership":[{"name":"Jason Qualls","title":"Chief Executive Officer","crd":"4525479"},{"name":"Jason Qualls","title":"Chief Compliance Officer","crd":"4525479"}],"ownership":[{"label":"Jason Qualls","detail":"Chief executive officer in the 75% or more ownership band and a control person, since September 2011. Also chief compliance officer in the 75% or more ownership band and a control person, since September 2011."}],"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Tennessee","offices":1,"addresses":[{"street":"201 East Main Street, Suite 420","city":"Murfreesboro","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"615-878-2134","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"101-250","assetMix":[{"label":"Exchange-traded equity securities","percent":97},{"label":"Cash and cash equivalents","percent":3}],"privateFunds":0},"sources":{"adv1FilingDate":"14 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/159192/PDF/159192.pdf","brochureDate":"12 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018167","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Jason W. Qualls have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Jason W. Qualls offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Jason W. Qualls have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Jason W. Qualls invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Jason W. Qualls?","answer":"Jason W. Qualls’ direct owner is Jason Qualls (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 14 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Jason W. Qualls get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Jason W. Qualls registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Jason W. Qualls?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 14 July 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}