Jean M. Bedell
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jean Marie Bedell, who also goes by Jean Barnett, Jean Bedell, was a registered financial professional .
Jean is a previously registered financial professional and started their career in finance in 2002. Jean had worked at 3 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 5, 2021 - September 15, 2023
BONADIO WEALTH ADVISORS, LLC
July 30, 2004 - December 31, 2004
MML INVESTORS SERVICES, LLC
October 29, 2002 - July 2, 2003
MERCER ALLIED COMPANY, L.P.
State Registrations and Notice Filings
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Exams
Current Firm
BONADIO WEALTH ADVISORS, LLC
CRD#: 118734 / SEC#:
Contact information
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
