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Jason Farrow Bridges

Soar Financial LLC

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About Jason Farrow Bridges

Jason Farrow Bridges is an Investment Advisor Representative with Soar Financial LLC, a firm with a diverse range of clients, including individuals, high-net-worth individuals, pension and profit-sharing plans, and corporations. Jason is licensed and registered in Maryland and has been in the industry since 2013, with experience in various roles including teaching and insurance sales. Jason holds a Chartered Financial Consultant designation and is currently associated with Soar Financial LLC in Murfreesboro, Tennessee and Upper Marlboro, Maryland.

Firm Information

Jason Bridges is currently registered with Soar Financial LLC. Soar Financial LLC is a financial advisory firm based in Murfreesboro, Tennessee. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. They have approximately $25.6 million in regulatory assets under management and are registered with the SEC.

$25.60M

Assets Under Management

44

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Referral fees

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Jason Bridges’s Registration & Firm History

MD

01/22/2024 - Present

Soar Financial LLC (Upper Marlboro MD)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason Farrow Bridges.
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