Bradley JurikCRD Number: 5806881
Current Firm: Charles Schwab & Company, Inc.
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.
David Wealth Management, LLC
Equitable Advisors, LLC
Prudential Financial Planning Services
|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|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
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
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