# Drew Echternach

> Drew Echternach is a fee-only financial advisor at Jefferson Bridge Capital in Nashville, Tennessee, who holds the CFP and CFA credentials. Drew focuses on family wealth transfer. Jefferson Bridge Capital reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/drew-echternach/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Jefferson Bridge Capital
- **Based in:** Nashville, Tennessee
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $146.2M across 42 accounts
- **Credentials:** CFP, CFA
- **Specialties:** Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 7854699 (https://adviserinfo.sec.gov/individual/summary/7854699)
- **SEC registration:** Investment adviser representative in TN
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.jeffersonbridge.com/

## Frequently asked questions

### Is Drew Echternach a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Drew holds no broker registration, and Jefferson Bridge Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Drew charge for financial advice?

Drew's firm, Jefferson Bridge Capital, reports charging a percentage of assets on its SEC Form ADV.

### Where is Drew Echternach based?

Drew Echternach is based in Nashville, Tennessee.

### What does Drew specialize in?

Drew's specialties include family wealth transfer. Drew works with multi-generational families.

### What credentials does Drew Echternach hold?

Drew Echternach holds the CFP and CFA credentials.

### Is Drew Echternach registered with the SEC?

Yes. Drew Echternach is registered as an investment adviser representative in TN (CRD 7854699), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Jefferson Bridge Capital manage?

Jefferson Bridge Capital reports $146.2M across 42 accounts in assets under management.

### How do I contact Drew Echternach?

Through Drew's website, www.jeffersonbridge.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7854699): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.jeffersonbridge.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.