Jeffry Bratzler, financial advisor Alameda CA

Jeffry Bratzler

CRD Number: 1992879
Current Firm: Bcn Financial, Inc.

Jeffry Bratzler (CRD# 1992879) is an Investment Advisor Representative working at Bcn Financial, Inc. in Alameda, CA and has over 29 years of experience in the finance industry. Jeffry Bratzler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Crown Capital Securities, LP Orange, CA Feb 2017 - Current 5
Bcn Financial, Inc. Alameda, CA Aug 2004 - Current 18
Quest Securities, Inc. Alameda, CA Dec 1990 - Feb 2017 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1992
Contact Info for Jeffry G. Bratzler
Phone Number: (510) 769-1088
Firm Website: http://www.bcnfin.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    75
    MILLIONS
  • Total Number of Accounts
    3,177
    ACCOUNTS
  • Average Account Value
    $23,735
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Market timing services
Types of Clients
Registered States

CA

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