Jeffrey Brannon, financial advisor New Brighton MN

Jeffrey Brannon

CRD Number: 7281983
Current Firm: Commonwealth Financial Network

Jeffrey Brannon (CRD# 7281983) is an Investment Advisor Representative working at Commonwealth Financial Network in New Brighton, MN and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Commonwealth Financial Network San Diego, CA Jan 2024 - Current < 1
Fps Financial, Inc. New Brighton, MN Jan 2024 - Current < 1
Equitable Advisors, LLC New York, NY Aug 2020 - Jan 2024 3
Pure Hockey Minnetonka, MN Sep 2021 - Apr 2022 < 1
Unemployed Shoreview, MN Jun 2020 - Jul 2020 < 1
Dispatch Bloomington, MN May 2019 - May 2020 1
Bethel Wellness Center St. Paul, MN Aug 2018 - Apr 2020 1
Abbott Label Dallas, MN Jun 2018 - Aug 2018 < 1
Bethel University St. Paul, MN Sep 2017 - May 2018 < 1
Abbott Label Dallas, TX Jun 2017 - Aug 2017 < 1
Bethel University St. Paul, MN Aug 2016 - May 2017 < 1
Abbott Label Dallas, TX Apr 2016 - Aug 2016 < 1
Mr. Jims Rowlett, TX Apr 2016 - Aug 2016 < 1
Skyzone Fort Myers, FL Oct 2015 - Mar 2016 < 1
Unemployed Cape Coral, FL Aug 2015 - Oct 2015 < 1
Triumph Sports Dallas, TX May 2015 - Aug 2015 < 1
Mr. Jims Rowlett, TX May 2015 - Aug 2015 < 1
Unemployed Cape Coral, FL Apr 2015 - Apr 2015 < 1
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Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2020
S65 NASAA Investment Advisors Law Examination Jul 2021
Contact Info for Jeffrey K. Brannon
Phone Number: 781-736-0700
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    177,032
    MILLIONS
  • Total Number of Accounts
    623,075
    ACCOUNTS
  • Average Account Value
    $284,126
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, WY

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