Jeffery Bracewell, financial advisor Colonial Heights VA

Jeffery Bracewell

CRD Number: 3135449
Current Firm: Osaic Institutions, Inc.

Jeffery Bracewell (CRD# 3135449) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Colonial Heights, VA and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Infinex Investments, Inc. Colonial Heights, VA Apr 2012 - Current 11
Sonabank (formerly Evb) Colonial Heights, VA Dec 2011 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1998
S66 NASAA Uniform Combined State Law Examination Feb 2007
Contact Info for Jeffery S. Bracewell
Phone Number: 203-599-6000
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    2,815
    MILLIONS
  • Total Number of Accounts
    8,831
    ACCOUNTS
  • Average Account Value
    $318,724
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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