Brady J. Fuller

B.O.S.S. RETIREMENT ADVISORS

Ogden, UT 84401

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CRD#: 4994368

Professional summary

Brady Jake Fuller, CFP®, who also goes by Brady Jake Law Fuller, is a registered financial advisor currently at B.O.S.S. RETIREMENT ADVISORS, LLC located in Ogden, Utah.

Brady is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Brady has worked at 8 firms and has passed the Series 63, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brady Jake Law Fuller

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 Brady Jake Fuller'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®

CFP^®

Certified Financial Planner

Start date: 2013

Experience

Current

March 20, 2019 - Present

B.O.S.S. RETIREMENT ADVISORS, LLC

Office #1: 2225 Washington Blvd., Suite 150, Ogden, UT 84401

RIA

CRD#: 171143

Ogden, UT

Past

June 23, 2016 - March 12, 2019

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

OGDEN, UT

Past

June 16, 2016 - March 12, 2019

CETERA WEALTH SERVICES, LLC

CRD#: 13572

OGDEN, UT

Past

June 20, 2014 - June 13, 2016

LEE MILES LLC

RIA

CRD#: 170776

OGDEN, UT

Past

October 1, 2012 - December 5, 2013

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

SOUTH OGDEN, UT

Past

October 1, 2012 - December 5, 2013

J.P. MORGAN SECURITIES LLC

CRD#: 79

SOUTH OGDEN, UT

Past

May 16, 2011 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

OGDEN, UT

Past

May 12, 2011 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

OGDEN, UT

Past

February 8, 2011 - April 27, 2011

SPC

RIA

CRD#: 110692

OGDEN, UT

Past

February 17, 2010 - April 27, 2011

PARKLAND SECURITIES, LLC

CRD#: 115368

OGDEN, UT

Past

January 14, 2009 - January 22, 2010

OSAIC FA, INC.

CRD#: 3978

SALT LAKE CITY, UT

Past

December 11, 2006 - November 28, 2008

PARKLAND SECURITIES, LLC

CRD#: 115368

OGDEN, UT

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".

B.O.S.S. RETIREMENT ADVISORS, LLC

B.O.S.S. RETIREMENT ADVISORS, LLC | B.O.S.S. WEALTH PLAN RETIREMENT SOLUTIONS, LLC | B.O.S.S. WEALTH PLAN RETIREMENT SOLUTIONS

CRD#: 171143 / SEC#: 801-117974

RIA

Registered Investment Advisory firm - (1/22/2020 Approved)

Texas

Registered Investment Advisory firm - (1/24/2020 Terminated)

Utah

Registered Investment Advisory firm - (2/24/2020 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
(11/30/2021)

IAR

Utah
(3/20/2019)

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

Series 63

Date: 6/22/2016

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 2/7/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/16/2016

General Securities Representative Examination

Current Firm

B.O.S.S. RETIREMENT ADVISORS, LLC

B.O.S.S. RETIREMENT ADVISORS, LLC | B.O.S.S. WEALTH PLAN RETIREMENT SOLUTIONS, LLC | B.O.S.S. WEALTH PLAN RETIREMENT SOLUTIONS

CRD#: 171143 / SEC#: 801-117974

RIA

Registered Investment Advisory firm - (1/22/2020 Approved)

Texas

Registered Investment Advisory firm - (1/24/2020 Terminated)

Utah

Registered Investment Advisory firm - (2/24/2020 Terminated)

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Contact information

Main Address

3400 N Ashton Blvd Suite 190, Lehi, UT 84043

Mailing Address

Phone number

(801) 990-5055

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (19 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A DISCLOSURE BROCHURE (2/25/2025)

Regulatory assets under management

Total Number of Accounts	11,886
AUM (Assets Under Management)	$ 1,060,864,881

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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Brady J. Fuller

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brady Jake Fuller's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

LEE MILES LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

SPC

PARKLAND SECURITIES, LLC

OSAIC FA, INC.

PARKLAND SECURITIES, LLC

Primary Firm SEC Registration

B.O.S.S. RETIREMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 6/22/2016

Series 66

Date: 2/7/2011

SIE

Date: 10/1/2018

Series 7

Date: 6/16/2016

Current Firm

B.O.S.S. RETIREMENT ADVISORS, LLC

Contact information

SEC notice filing (19 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

B.O.S.S. RETIREMENT ADVISORS, LLC

TRUST BUT VERIFY

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