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JEFFERSON BRIDGE CAPITAL, LLC
CRD 325636 · SEC 801-128527
3322 WEST END AVENUE, SUITE 110, NASHVILLE, TN, 37203, United States
Phone
615-312-7750
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$146.2M
Discretionary AUM
$146.2M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $3.2M |
| High net worth individuals | 2 | $6.7M |
| Charitable organizations | 14 | $136.3M |
States served
TN, MO, TX
All web addresses on file
Official SEC filing: View on IAPD