Bradley Jurik, financial advisor Bethesda MD

Bradley Jurik

CRD 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.

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Professional Designations
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
Contact Info for Bradley S. Jurik
Phone Number: 415-667-7000
Registered State(s):
  • MD
  • NC
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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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