Jarrett A. Brady

PURSUE WEALTH PARTNERS

ALAMO, CA

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CRD#: 5468220

Professional summary

Jarrett Alexander Brady, who also goes by Jarrett Brady, is a registered financial advisor currently at PURSUE WEALTH PARTNERS, LLC located in Alamo, California and J. ALDEN ASSOCIATES, INC. located in Wayne, Pennsylvania.

Jarrett is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Jarrett has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jarrett Brady

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.

1) Name of Business : J.Alden Associates, Inc. Nature of the Business: Registered Representative Position/Title: Registered Representative Start Date: 10/11/2022 Hours per month devoted to this business: 16 Hours per month devoted to this business during trading hours: 16 Description of duties: Sale of commissionable products 2)Name of Business : Hit the Bid, LLC Nature of the Business: Rental Real Estate Position/Title: Proprietor/Owner Start Date: 12/2/2020 Hours per month devoted to this business: 1 Hours per month devoted to this business during trading hours: 0 Description of duties: Residential properties that are rented out. 3. D&J Capital LLC- Holding company for a rental property. Hours per month devoted to this business: 1. Hours per month devoted to this business during trading hours: 0 Start date: 12/2/2020 4. White Rabbit Cap, Inc. CEO. This entity was created for legal and accounting purposes of Pursue Wealth Partners, LLC. 0% of his time per month is spent in his role as owner.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jarrett Alexander Brady'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

May 5, 2023 - Present

PURSUE WEALTH PARTNERS, LLC

RIA

CRD#: 326348

ALAMO, CA

Current

October 11, 2022 - Present

J. ALDEN ASSOCIATES, INC.

Office #1: 37 West Ave Suite 301, Wayne, PA 19087

CRD#: 40002

Wayne, PA

Past

December 2, 2020 - October 18, 2022

CANTELLA & CO., INC.

CRD#: 13905

Clayton, CA

Past

November 6, 2020 - June 6, 2023

ICAPITAL WEALTH LLC

RIA

CRD#: 311102

CLAYTON, CA

Past

September 6, 2016 - December 2, 2020

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

San Francisco, CA

Past

September 6, 2016 - December 2, 2020

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

San Francisco, CA

Past

September 19, 2013 - September 6, 2016

DEUTSCHE BANK SECURITIES INC.

RIA

CRD#: 2525

SAN FRANCISCO, CA

Past

September 18, 2013 - September 6, 2016

DEUTSCHE BANK SECURITIES INC.

CRD#: 2525

SAN FRANCISCO, CA

Past

June 22, 2010 - October 1, 2013

CREDIT SUISSE SECURITIES (USA) LLC

RIA

CRD#: 816

SAN FRANCISCO, CA

Past

June 21, 2010 - October 1, 2013

CREDIT SUISSE SECURITIES (USA) LLC

CRD#: 816

SAN FRANCISCO, CA

Past

February 25, 2008 - June 15, 2010

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

SAN JOSE, CA

Past

February 11, 2008 - June 15, 2010

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

SAN JOSE, CA

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".

PURSUE WEALTH PARTNERS, LLC

CRD#: 326348 / SEC#: 801-127939

RIA

Registered Investment Advisory firm - (5/4/2023 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(10/11/2022)

IAR

California
(5/5/2023)

Kentucky
(10/11/2022)

New Jersey
(10/11/2022)

Oklahoma
(10/11/2022)

Rhode Island
(10/11/2022)

Texas
(10/11/2022)

IAR

Texas
(5/5/2023)

Washington
(10/11/2022)

Wyoming
(10/11/2022)

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

State Security Law Exam

IAR

Series 66

Date: 2/22/2008

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: 2/8/2008

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

PURSUE WEALTH PARTNERS, LLC

CRD#: 326348 / SEC#: 801-127939

RIA

Registered Investment Advisory firm - (5/4/2023 Approved)

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Contact information

Main Address

Alamo, CA

Mailing Address

Po Box 54012, Atlanta, GA 30308

Phone number

(925) 276-0427

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PURSUE WEALTH PARTNERS LLC DISCLOSURE BROCHURE (10/1/2025)

Regulatory assets under management

Total Number of Accounts	94
AUM (Assets Under Management)	$ 221,260,564

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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Advisor Monitoring

Firm Stability Insights

Jarrett A. Brady

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jarrett Alexander Brady's CRS (Customer Relationship Summary).

Certified licenses

Experience

J. ALDEN ASSOCIATES, INC.

CANTELLA & CO., INC.

ICAPITAL WEALTH LLC

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

DEUTSCHE BANK SECURITIES INC.

DEUTSCHE BANK SECURITIES INC.

CREDIT SUISSE SECURITIES (USA) LLC

CREDIT SUISSE SECURITIES (USA) LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

PURSUE WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/22/2008

SIE

Date: 10/1/2018

Series 7

Date: 2/8/2008

FINRA

Current Firm

PURSUE WEALTH PARTNERS, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PURSUE WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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