Bradley Zoeller (CRD# 6966191) is an Investment Advisor Representative working at Edward Jones in Fostoria, OH and has over 4 years of experience in the finance industry.
CRD# 4774894
Cetera Investment Advisers LLC
CRD# 5616205
J.p. Morgan Securities LLC
CRD# 6452001
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Jun 2019 - Current | 4 |
| Concordance Healthcare Solutions | Tiffin, OH | Mar 2019 - Jun 2019 | < 1 |
| Bowling Green State University | Bowling Green, OH | Aug 2016 - May 2019 | 2 |
| Burns Financial Solutions | Arcadia, OH | Sep 2018 - Mar 2019 | < 1 |
| Concordance Healthcare Solutions | Tiffin, OH | May 2017 - Aug 2018 | 1 |
| Charles Schwab | Perrysburg, OH | May 2018 - Jul 2018 | < 1 |
| New Riegel Local Schools | New Riegel, OH | Mar 2017 - May 2018 | 1 |
| Dundore Plumbing And Heating | Tiffin, OH | Jan 2016 - Dec 2016 | < 1 |
| Manpower | Findlay, OH | May 2016 - Jul 2016 | < 1 |
| New Riegel Local Schools | New Riegel, OH | Aug 2004 - May 2016 | 11 |
| New Riegel Local Schools | New Riegel, OH | Jun 2012 - Aug 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2019 |
- OH
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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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