Brad Jedd Myers
Professional Summary
Brad Jedd Myers is a registered financial advisor currently at LONE PEAK ADVISERS located in Draper, Utah and TRANSITIONAL BROKER LLC located in Draper, Utah. Brad is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Brad has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
EAGLE STRATEGIES LLC
NET WORTH ADVISORY GROUP, LLC
SIMPLE FINANCIAL, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
EAGLE STRATEGIES LLC
NET WORTH ADVISORY GROUP, LLC
SIMPLE FINANCIAL, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
EAGLE STRATEGIES LLC
NET WORTH ADVISORY GROUP, LLC
SIMPLE FINANCIAL, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
EAGLE STRATEGIES LLC
NET WORTH ADVISORY GROUP, LLC
SIMPLE FINANCIAL, LLC
Years of Experience
26 years in the financial services industry
Current & Past Employments
Similar Advisors
EAGLE STRATEGIES LLC
NET WORTH ADVISORY GROUP, LLC
SIMPLE FINANCIAL, LLC
Current Firm
CARTOGRAPH WEALTH | TB ADVISERS | STONEFIELD WEALTH | PEPPERWOOD FINANCIAL | PCRA CONNECT | LONE PEAK ADVISERS, LLC | LONE PEAK ADVISERS, INC. | LONE PEAK ADVISERS | DK FINANCIAL NETWORK
Contact Information
Main Address
11650 South State Street Suite 200, Draper, UT 84020-7150Phone Number
(801) 855-8886# of Employees
8SEC notice filing (11 States and Territories)
Registered to provide investment advisory services in 11 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
905AUM (Assets Under Management)
$125,444,600Similar Advisors
EAGLE STRATEGIES LLC
NET WORTH ADVISORY GROUP, LLC
SIMPLE FINANCIAL, LLC
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.
Similar Advisors
EAGLE STRATEGIES LLC
NET WORTH ADVISORY GROUP, LLC
SIMPLE FINANCIAL, LLC
Primary Firm SEC Registration
CARTOGRAPH WEALTH | TB ADVISERS | STONEFIELD WEALTH | PEPPERWOOD FINANCIAL | PCRA CONNECT | LONE PEAK ADVISERS, LLC | LONE PEAK ADVISERS, INC. | LONE PEAK ADVISERS | DK FINANCIAL NETWORK
State Registrations and Notice Filings
(7/12/2022)
(4/28/2023)
(7/12/2022)
(7/12/2022)
(7/15/2022)
(4/12/2023)
(10/12/2022)
(7/12/2022)
(4/13/2023)
(7/12/2022)
(10/27/2022)
(4/12/2023)
(6/6/2024)
(7/12/2022)
(4/12/2023)
(7/12/2022)
(6/6/2024)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed May 2000About the Series 6 examSRO Registrations
Similar Advisors
EAGLE STRATEGIES LLC
NET WORTH ADVISORY GROUP, LLC
SIMPLE FINANCIAL, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Brad Jedd Myers's CRS (Customer Relationship Summary).
Similar Advisors
EAGLE STRATEGIES LLC
NET WORTH ADVISORY GROUP, LLC
SIMPLE FINANCIAL, LLC
