Jeanne Bradfordodorico, financial advisor San Diego CA
96 score

Jeanne Bradfordodorico

CRD Number: 1258060
Current Firm: D.b. Wealth Management Group, LLC

Jeanne Bradfordodorico (CRD# 1258060) is an Investment Advisor Representative working at D.b. Wealth Management Group, LLC in San Diego, CA and has over 26 years of experience in the finance industry. Jeanne Bradfordodorico 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.

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Professional Designations
Company Name Location Dates Years
Db Wealth Management Group, LLC San Diego, CA Jun 1996 - Current 20
Lpl Financial Llc (formerly: Linsco/private Ledger Corp.) San Diego, CA Feb 1996 - Current 20
Bradford Wealth Management San Diego, CA Nov 2006 - Mar 2012 5
Bradford Financial - Insurance San Diego, CA Jun 1996 - Nov 2006 10
Bradford Financial - Ria San Diego, CA Dec 1995 - Nov 2006 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1990
Contact Info for Jeanne A. Bradfordodorico
Phone Number: 619-497-0404
Firm Website:
Registered State(s):
  • CA
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
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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

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