Jeffry BratzlerCRD 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.
Polaris Wealth Advisory Group
Monetary Management Corporation
Perigon Wealth Management, LLC
|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|
Total Assets Under Management75MILLIONS
Total Number of Accounts3,177ACCOUNTS
Average Account Value$23,735
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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