UBS Financial Services
47yrs
Top 1% by experience in Nashville
3yrs
Drew Echternach
Financial advisor at Jefferson Bridge Capital
Based in Nashville, Tennessee, Drew Echternach is a financial advisor with 3 years of industry experience. Drew has been with Jefferson Bridge Capital since 2024. Drew’s designations include CFA and CFP®.
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
Office3322 West End Avenue Suite 110, Nashville, TN 37203
How the firm is paid ?Percent of assets
Typical client at the firm ?$756,689
Advisors at the firm3
States licensed ?1 state
Services through Jefferson Bridge Capital
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFACFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2024 – nowJefferson Bridge Capital, LLCCurrent firm
Questions to ask Drew
Tailored to Drew’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Drew
How do I contact Drew?
Call Jefferson Bridge Capital at 615-312-7750 and ask for Drew Echternach. Drew works from the Nashville, TN office.
How long has Drew been a financial advisor?
Drew has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does Drew hold?
No exams are listed on the official record.
Is Drew a fiduciary?
Drew is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Drew paid?
Jefferson Bridge Capital reports being paid by a percentage of the assets they manage. Ask Drew for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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