Joshua Ireland
Jefferson Bridge Capital · Nashville, Tennessee
Joshua Ireland is a fee-only financial advisor at Jefferson Bridge Capital in Nashville, Tennessee. Joshua focuses on family wealth transfer. Jefferson Bridge Capital reports charging a percentage of assets on its Form ADV.
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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 |
| SEC registration | Investment adviser representative in TN · CRD 7664379 |
| Exams passed | Series 65 (2023) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.jeffersonbridge.com |
| Profile |
How Joshua's firm compares
- Jefferson Bridge Capital's average account is about $3.5 million, from its Form ADV (assets managed divided by 42 accounts).
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Questions about Joshua
Is Joshua Ireland a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joshua 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 Joshua charge for financial advice?
Joshua's firm, Jefferson Bridge Capital, reports charging a percentage of assets on its SEC Form ADV.
Where is Joshua Ireland based?
Joshua Ireland is based in Nashville, Tennessee.
What does Joshua specialize in?
Joshua's specialties include family wealth transfer. Joshua works with multi-generational families.
Is Joshua Ireland registered with the SEC?
Yes. Joshua Ireland is registered as an investment adviser representative in TN (CRD 7664379), 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 Joshua Ireland?
Through Joshua'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.
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