Bradley Jessen, financial advisor Matlacha Isles FL
89 score

Bradley Jessen

CRD Number: 6243325
Current Firm: Edward Jones

Bradley Jessen (CRD# 6243325) is an Investment Advisor Representative working at Edward Jones in Matlacha Isles, FL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Sep 2013 - Current 3
United States Air Force San Antonio, TX Mar 2007 - Sep 2013 6
United States Air Force Altus, OK Jun 2004 - Mar 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2013
Contact Info for Bradley A. Jessen
Phone Number: 314-515-2000
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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