Bradley Jurik (CRD# 5806881) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Bethesda, MD and has over 8 years of experience in the finance industry. Bradley Jurik 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.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 6876059
Prudential Financial Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Bethesda, MD | Apr 2016 - Current | 4 |
| Charles Schwab Bank | Bethesda, MD | Apr 2016 - Current | 4 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bethesda, MD | Mar 2015 - Apr 2016 | 1 |
| Bank Of America, N.a. | Bethesda, MD | Mar 2015 - Apr 2016 | 1 |
| Pnc Bank | Pittsburgh, PA | Dec 2013 - Mar 2015 | 1 |
| Pnc Investments | Pittsburgh, PA | Dec 2013 - Mar 2015 | 1 |
| Federated Global Investment Management Corp | New York, NY | Aug 2012 - Nov 2013 | 1 |
| Mdt Advisers, A Division Of Federated Mdta LLC | Boston, MA | Aug 2012 - Nov 2013 | 1 |
| Federated Investment Counseling | Pittsburgh, PA | Aug 2012 - Nov 2013 | 1 |
| Federated Securities Corp | Pittsburgh, PA | Jun 2012 - Nov 2013 | 1 |
| Federated Investors Inc. | Pittsburgh, PA | Jun 2012 - Nov 2013 | 1 |
| Washington And Jefferson | Washington, PA | Aug 2008 - May 2012 | 3 |
| Washington Area Teachers Federal Credit Union | Washington, PA | Oct 2011 - Apr 2012 | < 1 |
| Quaker Capital | Canonsburg, PA | Jul 2011 - Aug 2011 | < 1 |
| Northwestern Mutual | Pittsburgh, PA | May 2010 - Dec 2010 | < 1 |
| Dicks Sporting Goods | Pittsburgh, PA | Apr 2007 - Aug 2008 | 1 |
| Jake's Restaurant | Pittsburgh, PA | Sep 2005 - Mar 2007 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2012 |
- MD
- NC
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.