Jon BeadellCRD Number: 5880945
Current Firm: Beadell A D Investment Counsel Inc.
Jon Beadell (CRD# 5880945) is an Investment Advisor Representative working at Beadell A D Investment Counsel Inc. in Mequon, WI and has over 5 years of experience in the finance industry.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|A D Beadell Investment Counsel, Inc.||Mequon, WI||Jan 2011 - Current||6|
|Yale University||New Haven, CT||Jan 2008 - Dec 2010||2|
|Tryphon Capital Advisers Inc.||Moorestown, NJ||Mar 2007 - Jun 2009||2|
|Smithsonian Institution||Washington, DC||Jun 2007 - Dec 2007||< 1|
|University Of Maryland/smithsonian Inst.||Washington, DC||Sep 2002 - May 2007||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2011|
Total Assets Under Management179MILLIONS
Total Number of Accounts105ACCOUNTS
Average Account Value$1,707,410
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.