Capwealth Advisors, LLC

Investment Advisor
in Franklin, TN

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About this Advisor

Jason Krueger is a financial advisor who works in Franklin, Tennessee with a total of 2 years of relevant experience. Krueger is currently employed by Capwealth Advisors, LLC. Over the course of their career, Krueger has held roles at Student, Equity Net, Ubs and Capwealth Advisors, LLC. Krueger has a Series 65 license, which qualifies them as an investment advisor representative, and is able to advise clients in Tennessee. Capwealth Advisors, LLC is an advisory business that has its headquarters in Franklin, TN. It oversees $1 billion in total assets across its 1,946 client accounts, making it one of the bigger financial advisory firms in the nation by assets under management. The firm provides financial advice to 11 charities and foundations. Of its 1,946 accounts, 31% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The business provides a few services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial advisory services largely vary depending on which service is offered. However, fees charged by Capwealth Advisors, LLC likely consist of asset-based and other fees.

Certifications and Registrations

Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Others

Office Location

4031 Aspen Grove Drive Suite 600
Franklin, TN 37067

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Capwealth Advisors, LLC Brokerage Details

Total Assets Under Management


TN Average: $730,596,643
Total Number of Employees


TN Average: 15
Total Number of Accounts


TN Average: 968
Average Account Size


TN Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Jason Krueger Work History

Jason has been registered as a financial advisor for 2 years.*

2020 - Present (4 years)

Capwealth Advisors, LLC

2017 - 2020 (3 years)


2016 - 2016 (< 1 year)

Equity Net

2011 - 2016 (5 years)


*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Jason Krueger to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Capwealth Advisors, LLC

Michael Vaught
Franklin, TN
Jason Krueger
Franklin, TN
Hillary Stalker
Franklin, TN
Phoebe Venable
Franklin, TN
Michael Yarbrough
Franklin, TN
Tracy Olive
Franklin, TN
Jennifer Pagliara
Franklin, TN
Drew O'Connor
Franklin, TN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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