Jason Bonn
Woodmont Investment Counsel · Nashville, Tennessee
Jason Bonn is a fee-only financial advisor at Woodmont Investment Counsel in Nashville, Tennessee, who holds the CFP credential. Jason focuses on estate & legacy planning, tax planning and family wealth transfer. Woodmont Investment Counsel reports charging a percentage of assets on its Form ADV.
Request an introduction to Jason →
Specialties
Who they serve
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Woodmont Investment Counsel |
|---|---|
| Based in | Nashville, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $2.01B across 1,469 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TN, TX · CRD 7032319 |
| Exams passed | Series 66 (2020) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.woodmontcounsel.com |
Request an introduction to Jason
Tell Jason a little about what you're looking for. Jason 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 Jason
Is Jason Bonn a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Woodmont Investment Counsel 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, Woodmont Investment Counsel, reports charging a percentage of assets on its SEC Form ADV.
Where is Jason Bonn based?
Jason Bonn is based in Nashville, Tennessee.
What does Jason specialize in?
Jason's specialties include estate & legacy planning, tax planning, family wealth transfer and small business owners. Jason works with ultra high net worth and multi-generational families.
What credentials does Jason Bonn hold?
Jason Bonn holds the CFP credential.
Is Jason Bonn registered with the SEC?
Yes. Jason Bonn is registered as an investment adviser representative in TN and TX (CRD 7032319), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Woodmont Investment Counsel manage?
Woodmont Investment Counsel reports $2.01B across 1,469 accounts in assets under management.
How do I contact Jason Bonn?
Through Jason's website, www.woodmontcounsel.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
- Woodmont Investment Counsel 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.