Jeffrey Bradley, financial advisor Dallas TX

Jeffrey Bradley

CRD Number: 4022578
Current Firm: Mcelhenny Sheffield Capital Management, LLC

Jeffrey Bradley (CRD# 4022578) is an Investment Advisor Representative working at Mcelhenny Sheffield Capital Management, LLC in Dallas, TX and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Mcelhenny Sheffield Capital Management, LLC Dallas, TX May 2014 - Current 9
Bank Of America, N.a. Dallas, TX Apr 2012 - May 2014 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas, TX Oct 2009 - May 2014 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1999
S65 NASAA Investment Advisors Law Examination Aug 2005
Contact Info for Jeffrey P. Bradley
Phone Number: 214-922-9200
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    384
    MILLIONS
  • Total Number of Accounts
    1,523
    ACCOUNTS
  • Average Account Value
    $252,122
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

TX

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