Jonathan Bracewell, financial advisor Shoreview MN

Jonathan Bracewell

CRD Number: 7211922
Current Firm: Solidity Financial LLC

Jonathan Bracewell (CRD# 7211922) is an Investment Advisor Representative working at Solidity Financial LLC in Shoreview, MN and has 1 year of experience in the finance industry. Jonathan Bracewell 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
Solidity Financial LLC Shoreview, MN Jan 2020 - Current 4
Bracewell Law Firm Laredo, TX Jul 2019 - Current 4
Franklin Parlapiano Turner And Welch Houston, TX Feb 2017 - Jun 2019 2
Mitchell Clarke & Co Brenham, TX Mar 2015 - Jan 2017 1
Unemployed Brenham, TX Dec 2014 - Feb 2015 < 1
Brasher Law Firm Houston, TX Jun 2014 - Nov 2014 < 1
Casaretto & Bracewell Brenham, TX Oct 2013 - May 2014 < 1

Jonathan Bracewell has no recent exams reported.
Contact Info for Jonathan P. Bracewell
Phone Number: 651-330-8746
Registered State(s):
  • IA
  • TX
By the Numbers
  • Total Assets Under Management
    69
    MILLIONS
  • Total Number of Accounts
    424
    ACCOUNTS
  • Average Account Value
    $161,564
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

IA, MN, TX, WI

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