Bradford JonesCRD Number: 6293198
Current Firm: Infinity Financial Services
Bradford Jones (CRD# 6293198) is an Investment Advisor Representative working at Infinity Financial Services in Oakland, CA and has over 3 years of experience in the finance industry.
Polaris Greystone Financial Group, LLC
Blossom Wealth Management, LLC
Parker Investment Management, LLC
|Infinity Financial Services||Oakland, CA||Feb 2016 - Current||2|
|Edward Jones||St Louis, MO||Jan 2014 - Feb 2016||2|
|Crossroads Missions||Louisville, KY||Jun 1996 - Jan 2014||17|
|Oakwood Forest Christian Church||Kingsport, TN||Dec 2003 - Dec 2013||10|
|Kingsport Mets||Kingsport, TN||Jun 2013 - Aug 2013||< 1|
|Red Point Consulting, Inc.||Kingsport, TN||Jan 2000 - Dec 2012||12|
|Jctc, Inc.||Kingsport, TN||Jan 2006 - Jan 2011||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2014|
Total Assets Under Management96MILLIONS
Total Number of Accounts430ACCOUNTS
Average Account Value$224,011
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
AZ, CA, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MO, MS, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, TN, TX, VA, WA, WI
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.