Jason Ball
Ball & Company · Brentwood, Tennessee
Jason Ball is a fee-only financial advisor at Ball & Company in Brentwood, Tennessee, who holds the CFP credential. Ball & Company reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Ball & Company |
|---|---|
| Based in | Brentwood, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $203.1M across 450 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TN, TX · CRD 2769170 |
| Exams passed | Series 63 (1996) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.ballandcompany.com |
How Jason's firm compares
- Ball & Company's average account is about $451,000, from its Form ADV (assets managed divided by 450 accounts).
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Questions about Jason
Is Jason Ball a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Ball & Company reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jason charge for financial advice?
Jason's firm, Ball & Company, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jason Ball based?
Jason Ball is based in Brentwood, Tennessee.
What credentials does Jason Ball hold?
Jason Ball holds the CFP credential.
Is Jason Ball registered with the SEC?
Yes. Jason Ball is registered as an investment adviser representative in TN and TX (CRD 2769170), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ball & Company manage?
Ball & Company reports $203.1M across 450 accounts in assets under management.
How do I contact Jason Ball?
Through Jason's website, www.ballandcompany.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
- 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.
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