Drew Echternach
Jefferson Bridge Capital · Nashville, Tennessee
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.
Request an introduction to Drew →
Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Jefferson Bridge Capital |
|---|---|
| Based in | Nashville, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $146.2M across 42 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in TN · CRD 7854699 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.jeffersonbridge.com |
| Profile |
How Drew's firm compares
- Jefferson Bridge Capital's average account is about $3.5 million, from its Form ADV (assets managed divided by 42 accounts).
Request an introduction to Drew
Tell Drew a little about what you're looking for. Drew isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Drew
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Jefferson Bridge Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.