SourcingSourcing

JASON W. QUALLS

C48
CRD 159192·SEC 801-134386·MURFREESBORO, TN
AUM
$112.5M
$100M-$500M
Est. Revenue
$1.1M
@ 1% on AUM
Est. EBITDA
$338K
@ 30% margin
Est. Deal Value
$2.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
JASON W. QUALLS
CRD
159192
SEC file #
801-134386
EIN
—
DBA names
Fortitude Wealth Management

Economics

AUM
$112.5M
AUM band
$100M-$500M
AUM trajectory
—
Client mix
Individuals Other134

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
—
Primary office
MURFREESBORO TN
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/12/2026
ADV-W filed at
—
Website
jasonquallscfp.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
QUALLS, JASON, WALLACE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
QUALLS, JASON, WALLACE
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
JASONQUALLSCFP.COM
Rdap Domain Creation Date
2011-10-11T14:02:40Z
Rdap Firm Age Years
15
Rdap Firm Age Band
10-20y
Rdap Registrar
Wild West Domains, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1653
Soi Zip Pct 200k Plus
0.048
Soi Zip Returns 200k Plus
1,270
Soi Zip Total AGI
1,832,123
Fdic Zip Total Deposits
42,828,239,000
Fdic Zip Branch Count
564
Fdic Zip Top Banks
Pinnacle Bank
SunTrust Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
NationsBank of Tennessee, National AssociationMurfreesboro, TN
NationsBank of Tennessee, National AssociationMurfreesboro, TN
Fdic Zip HHI
1309.14
Fdic Zip Top Bank Share Pct
30.06
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-10-11T14:02:40Z
Rdap Domain Last Changed
2025-10-13T19:01:57Z
Rdap Nameservers
Ns41.domaincontrol.comNs42.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI113,550
Returns8,670
Stub 2
AGI272,163
Returns7,440
Stub 3
AGI237,938
Returns3,910
Soi Zip Total Business Income
118,981
Soi Zip Total Cap Gains
155,298
Soi Zip Total Dividends
28,974
Soi Zip Total Returns
26,440
Top Owner CRD
4525479
Trust Company Affiliate
No

People (1)

1
QUALLS, JASON, WALLACE
IAR · Direct Owner · 87.5%
4525479