Jeffrey P. Bradley

MCELHENNY SHEFFIELD CAPITAL MANAGEMENT

Dallas, TX 75209

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CRD#: 4022578

Professional summary

Jeffrey Paul Bradley is a registered financial advisor currently at MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC located in Dallas, Texas.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jeffrey has worked at 6 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Paul Bradley's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 6, 2015 - Present

MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC

Office #1: 4701 W. Lovers Lane, Dallas, TX 75209

RIA

CRD#: 115120

Dallas, TX

Past

December 9, 2014 - December 31, 2014

MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC

RIA

CRD#: 115120

DALLAS, TX

Past

October 23, 2009 - May 21, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

DALLAS, TX

Past

October 23, 2009 - May 21, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

DALLAS, TX

Past

October 14, 2005 - October 23, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA

CRD#: 16361

FT. WORTH, TX

Past

October 14, 2005 - October 23, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

FT. WORTH, TX

Past

July 6, 2005 - October 17, 2005

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

ARLINGTON, TX

Past

July 6, 2005 - October 17, 2005

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

CHICAGO, IL

Past

November 30, 2004 - July 6, 2005

BANC ONE SECURITIES CORPORATION

RIA

CRD#: 16999

ARLINGTON , TX

Past

September 4, 2001 - July 6, 2005

BANC ONE SECURITIES CORPORATION

CRD#: 16999

CHICAGO, IL

Past

November 12, 1999 - August 20, 2001

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC

CRD#: 115120 / SEC#: 801-79001

RIA

Registered Investment Advisory firm - (1/15/2014 Approved)

Texas

Registered Investment Advisory firm - (1/23/2014 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(2/6/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/22/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/23/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/11/1999

General Securities Representative Examination

Current Firm

MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC

CRD#: 115120 / SEC#: 801-79001

RIA

Registered Investment Advisory firm - (1/15/2014 Approved)

Texas

Registered Investment Advisory firm - (1/23/2014 Terminated)

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Contact information

Main Address

4701 W. Lovers Lane, Dallas, TX 75209

Mailing Address

Phone number

(214) 922-9200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MSCM FORM ADV PART 2A BROCHURE (10/1/2025)

Regulatory assets under management

Total Number of Accounts	705
AUM (Assets Under Management)	$ 508,653,236

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Jeffrey P. Bradley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Paul Bradley's CRS (Customer Relationship Summary).

Certified licenses

Experience

MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

BANC ONE SECURITIES CORPORATION

BANC ONE SECURITIES CORPORATION

EDWARD JONES

Primary Firm SEC Registration

MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/22/2005

Series 63

Date: 11/23/1999

Series 7

Date: 11/11/1999

Current Firm

MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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