Jay Bradshaw, financial advisor Salt Lake City UT
93 score

Jay Bradshaw

CRD Number: 4604918
Current Firm: Allegis Investment Advisors, LLC

Jay Bradshaw (CRD# 4604918) is an Investment Advisor Representative working at Allegis Investment Advisors, LLC in Salt Lake City, UT and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Allegis Investment Services, LLC Idaho Falls, ID Jun 2014 - Current 2
Allegis Advisors, Inc. Salt Lake City, UT Jan 2007 - Current 10
Anderson Bradshaw, Pllc Salt Lake City, UT Jan 2006 - Current 11
Genesys LLC Salt Lake City, UT Jun 1999 - Current 17
Bradshaw & Company Salt Lake City, UT Oct 1994 - Current 22
Symetra Investment Services, Inc. Bellevue, WA Aug 2010 - Jun 2014 3
Insphere Securities, Inc. Logan, UT Apr 2010 - Aug 2010 < 1
Beneficial Financial Group Salt Lake City, UT Oct 2006 - Aug 2010 3
Beneficial Investment Services, Inc. North Logan, UT Sep 2007 - Apr 2010 2
Equity Services, Inc. Montpelier, VT Nov 2006 - Jul 2007 < 1
Investors Capital Corporation Lynnfield, MA Jan 2006 - Oct 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2002
S65 NASAA Investment Advisors Law Examination Sep 2004
Contact Info for Jay R. Bradshaw
Phone Number: 208-529-3462
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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

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