Jason Lawrence Bright
Investment adviser representative at Capital Markets Iq, LLC
12 yearsExperience
4 statesRegistered in
$571.4MFirm 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 assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Capital Markets Iq, LLCNov 2022 to now
- Thrivent FinancialSep 2018 to Oct 2022
- Thrivent Investment Management IncJul 2018 to Oct 2022
- Control SouthernJul 2014 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 4 states (AL, GA, UT, VA).
Capital Markets Iq, LLC
$571.4MAssets managed
884Clients
19Advisers
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
- 6937240
- Firm CRD
- 134921