Bradley BruschkeCRD Number: 5445365
Current Firm: J.p. Morgan Securities LLC
Bradley Bruschke (CRD# 5445365) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Salt Lake City, UT and has over 8 years of experience in the finance industry. Bradley Bruschke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|J.p. Morgan Securities LLC||Salt Lake City, UT||Aug 2014 - Current||2|
|Merrill Lynch||Salt Lake City, UT||Nov 2007 - Aug 2014||6|
|Talisker Mountian, Inc.||Park City, UT||Jun 2005 - Oct 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2008|
Total Assets Under Management70,743MILLIONS
Total Number of Accounts344,720ACCOUNTS
Average Account Value$205,219
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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