Jason A Krueger
Investment adviser representative at Capwealth Advisors, LLC
10 yearsExperience
1 stateRegistered in
$2BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Capwealth Advisors, LLCNov 2020 to now
- UBSFeb 2017 to Oct 2020
- UnemployedNov 2016 to Feb 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (TN).
Capwealth Advisors, LLC
$2BAssets managed
1,429Clients
11Advisers
17 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
- 6496557
- Firm CRD
- 148781