Jason Christopher Gresham
Investment adviser representative at Wealth Management of the Bluegrass, LLC.
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$186.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Wealth Management of the Bluegrass, LLC.Jul 2017 to now
- Kentucky BankMay 2011 to Aug 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (KY).
Wealth Management of the Bluegrass, LLC.
$186.7MAssets managed
159Clients
2Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4364298
- Firm CRD
- 289163