Jonathan Bradley (CRD# 6734669) is an Investment Advisor Representative working at Msh Capital Advisors LLC in Panama City, FL and has over 5 years of experience in the finance industry.
CRD# 6670715
Lpl Financial LLC
CRD# 2682409
Lpl Financial LLC
CRD# 1006989
Equitable Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
M.s. Howells & Co | Scottsdale, AZ | Mar 2020 - Current | 4 |
Msh Capital Advisors LLC | Scottsdale, AZ | Mar 2020 - Current | 4 |
Charles Schwab & Company, Inc. | Phoenix, AZ | Oct 2017 - Mar 2020 | 2 |
Edward Jones LLP | Tempe, AZ | Jan 2017 - Aug 2017 | < 1 |
Roy's Restaurant | Phoenix, AZ | Oct 2016 - Apr 2017 | < 1 |
Grand Canyon University | Phoenix, AZ | Sep 2015 - Oct 2016 | 1 |
Buckle | Modesto, CA | Jun 2016 - Aug 2016 | < 1 |
A Better Bag | Modesto, CA | May 2015 - Aug 2015 | < 1 |
Big Valley Christian High School | Modesto, CA | Aug 2011 - May 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 2018 |
S66 | NASAA Uniform Combined State Law Examination | Oct 2018 |
- AZ
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Total Assets Under Management1,037MILLIONS
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Total Number of Accounts1,920ACCOUNTS
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Average Account Value$539,883
- A percentage of assets under your management
- 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
- Pension consulting services
- 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, 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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