Jonathan BradleyCRD Number: 6734669
Current Firm: Msh Capital Advisors LLC
Jonathan Bradley (CRD# 6734669) is an Investment Advisor Representative working at Msh Capital Advisors LLC in Scottsdale, AZ and has over 3 years of experience in the finance industry.
Transamerica Financial Advisors, Inc.
Wells Fargo Clearing Services, LLC
Dynamic Wealth Partners, LLC
|M.s. Howells & Co||Scottsdale, AZ||Mar 2020 - Current||1|
|Msh Capital Advisors LLC||Scottsdale, AZ||Mar 2020 - Current||1|
|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|
Total Assets Under Management447MILLIONS
Total Number of Accounts965ACCOUNTS
Average Account Value$463,457
- 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, AZ, CA, CO, CT, DC, FL, HI, IA, ID, IL, IN, KS, MA, MD, MI, MN, MT, ND, NJ, NV, NY, OH, OR, SC, TX, UT, VA, WA, WI, WV, WY
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