Jon Beadell, financial advisor Mequon WI
93 score

Jon Beadell

CRD 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.

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Company Name Location Dates Years
A D Beadell Investment Counsel, Inc. Mequon, WI Jan 2011 - Current 5
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
Contact Info for Jon S. Beadell
Phone Number: 262-241-0331
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    179
    MILLIONS
  • Total Number of Accounts
    105
    ACCOUNTS
  • Average Account Value
    $1,707,410
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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