DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
J•••••••• B••••• C••••••• L••
Latest filing Jan 28, 2026
First filing on the tape Jul 7, 2023 · 8 filings
SEC status approved since Sep 20, 2023
RAUM
$146M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
6.7%
$9.8M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$48.7M
derived; firm RAUM over IAPD count
Employees
3
3 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
8 filings and snapshots on the tape
RAUM$146M as of Jan 28, 2026
Mar 28, 2024$106M then
HNW client RAUM$6.7M as of Jan 28, 2026
Mar 28, 2024$2.1M then
State-registered IARs (5.B.3)3 as of Jan 28, 2026
Mar 28, 20240 then
Employees (5.A)3 as of Jan 28, 2026
Mar 28, 20243 then
Private funds: no history
RAUM +12% over the last fiscal yearIARs 3 to 3
Practice profile
derived from the filing of Jan 28, 2026; every figure names its basis
Archetypes, each a printed rule
- Institutional asset manager · institutional share (pensions, government, insurance, corporations, charities, banks, other advisers) at least 60 percent and private-client share under 20 percent
- OCIO / institutional advisory · selection of other advisers (5.G.7) and institutional share at least 50 percent
- RAUM per advisor
- $48.7MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 4derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.3MderivedHNW RAUM over HNW clients
- Average account
- $3.5MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 93%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 1.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +12%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +0.0%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, selection of other advisersreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Charitable organizations$136M93%
- High-net-worth individuals$6.7M4.6%
- Individuals$3.2M2.2%
- Individual clients
- 11reported
- HNW clients
- 2reported
- Pension plan clients
- n/areported
- Charitable clients
- 14reported
- Accounts
- 42reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.07 fund_share=0.0 institutional_share=0.93 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| A••••• J••••• T••••• | Wildwood, Mo | Dec 22, 2023 | 13 y | 2 |
| J••••• A•••••• I•••••• | Nashville, Tn | Jan 2, 2024 | 13 y | 1 |
| D••• E•••••••••Certified Financial Planner, Chartered Financial Analyst | Nashville, Tn | Jan 18, 2024 | 14 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- J••••• A•••••• I•••••• from W••••••• I••••••••• C••••••• L••Jan 2, 2024 · Other
- A••••• J••••• T••••• from W••••••• I••••••••• C••••••• L••Dec 22, 2023 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from W••••••• I••••••••• C••••••• L••Dec 22, 2023 · Nashville, Tn
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- I••••••• J•••••• A•••••• · Cco, Ceocontrolsince 10/2021 · owns less than 5%
- T•••••• A•••••• J••••• · Principalcontrolsince 10/2021 · owns less than 5%
- B•••••••• J•••••• K•••• · Managing Membercontrolsince 02/2023 · owns 75% or more of S•• W•• H•••••••
- B•••••••• J•••••• K•••• · Managing Membercontrolsince 10/2021 · owns 75% or more of S•••• S••••• C••••••
- F••••••• S••••••• A•••• · Principalcontrolsince 11/2004 · owns 25% to 50% of W••••••• I••••••••• C••••••• L••
- H•••••••• C••••• D•••••• · Membercontrolsince 10/2021 · owns 25% to 50% of J•••••••• B••••• I••••••••• H•••••••
- J••••••• A••••• P• · Membercontrolsince 10/2021 · owns 25% to 50% of J•••••••• B••••• I••••••••• H•••••••
- M•••••••• J••••••• W•••• · Membercontrolsince 10/2021 · owns 25% to 50% of J•••••••• B••••• I••••••••• H•••••••
- S•••••• W•••• E• · Principalcontrolsince 04/2011 · owns 25% to 50% of W••••••• I••••••••• C••••••• L••
Entity owners
- J•••••••• B••••• I••••••••• H••••••• · Ownerdirect · owns 50% to 75%
- W••••••• I••••••••• C••••••• L•• · Ownerdirect · owns 25% to 50%
- S•• W•• H••••••• · Ownerindirect · owns 25% to 50% of W••••••• I••••••••• C••••••• L••
- S•••• S••••• C•••••• · Ownerdirect · owns 10% to 25%
Related persons
Schedule D 7.A
- W••••••• I••••••••• C••••••• L••investment advisernRAUM $2.0B
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Nashville, Tn · principal | 3 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 35 to 42Mar 21, 2025 to Jan 28, 2026
- Charity clients · 7 to 14Mar 21, 2025 to Jan 28, 2026
- HNW clients · 1 to 2Mar 21, 2025 to Jan 28, 2026
- Individual clients · 12 to 11Mar 21, 2025 to Jan 28, 2026
- Discretionary RAUM · $131M to $146MMar 21, 2025 to Jan 28, 2026
- HNW RAUM · $2.5M to $6.7MMar 21, 2025 to Jan 28, 2026
- Individual RAUM · $3.4M to $3.2MMar 21, 2025 to Jan 28, 2026
- RAUM · $131M to $146MMar 21, 2025 to Jan 28, 2026
- Accounts · 30 to 35Jan 2, 2025 to Mar 21, 2025
- Charity clients · 6 to 7Jan 2, 2025 to Mar 21, 2025
- Individual clients · 11 to 12Jan 2, 2025 to Mar 21, 2025
- Financial planning clients · 0 to 0Jan 2, 2025 to Mar 21, 2025
- State-registered IARs · 0 to 3Jan 2, 2025 to Mar 21, 2025
- Discretionary RAUM · $106M to $131MJan 2, 2025 to Mar 21, 2025
- HNW RAUM · $2.1M to $2.5MJan 2, 2025 to Mar 21, 2025
- Individual RAUM · $1.9M to $3.4MJan 2, 2025 to Mar 21, 2025
- RAUM · $106M to $131MJan 2, 2025 to Mar 21, 2025
- Advisory activities · 4 to 3Dec 22, 2023 to Mar 28, 2024
- HNW clients · unset to 1.0Dec 22, 2023 to Mar 28, 2024
- Other offices · 0 to 1Dec 22, 2023 to Mar 28, 2024
- Discretionary RAUM · $105M to $106MDec 22, 2023 to Mar 28, 2024
- HNW RAUM · $2.1M to $2.1MDec 22, 2023 to Mar 28, 2024
- Individual RAUM · $1.9M to $1.9MDec 22, 2023 to Mar 28, 2024
- RAUM · $105M to $106MDec 22, 2023 to Mar 28, 2024
- Accounts · 15 to 30Sep 18, 2023 to Dec 22, 2023
- Advisory employees · 2 to 3Sep 18, 2023 to Dec 22, 2023
- Advisory activities · 5 to 4Sep 18, 2023 to Dec 22, 2023
- Charity clients · 4 to 6Sep 18, 2023 to Dec 22, 2023
- Individual clients · 6 to 11Sep 18, 2023 to Dec 22, 2023
- Employees · 2 to 3Sep 18, 2023 to Dec 22, 2023
- Financial planning clients · 1-10 to 0Sep 18, 2023 to Dec 22, 2023
- Discretionary RAUM · $70.2M to $105MSep 18, 2023 to Dec 22, 2023
- HNW RAUM · $2.0M to $2.1MSep 18, 2023 to Dec 22, 2023
- Individual RAUM · $1.2M to $1.9MSep 18, 2023 to Dec 22, 2023
- RAUM · $70.2M to $105MSep 18, 2023 to Dec 22, 2023
Signals
2 dated events
- 2 advisors left W••••••• I••••••••• C••••••• L•• (Nashville, TN) for J•••••••• B••••• C••••••• L•• on the same dayDec 22, 2023 · Team lift-out · derived
- J•••••••• B••••• C••••••• L•• filed its initial SEC registration (Form ADV)Jul 7, 2023 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/jefferson-bridge-capitalreportedpublic record, Form ADV, Sep 19, 2026
- Website
- j•••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 615-312-7750reportedpublic record, Form ADV, Jan 28, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Institutional managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $48.7Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026