Bradford C. Jeter

MMA SECURITIES LLC

Reston, VA

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CRD#: 6336515

Professional summary

Bradford Clayton Jeter is a registered financial advisor currently at MMA SECURITIES LLC located in Reston, Virginia.

Bradford is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Bradford has worked at 5 firms and has passed the Series 66, Series 79TO, SIE 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.

Name of Entity: Exit Architects LLC, Address of Entity: Reston, VA, Type of Business: Consulting Practice, Position: Owner/Operator, Duties/Responsibilities: Consulting practice devoted to helping businesses strategize and execute exit strategies, Compensation received, Not investment related, Approximate amount of time devoted on a monthly basis: 160, Approximate amount of time devoted during normal trading hours: 6 a day or 120 hours a month, Start Date: October 23, 2024.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradford Clayton Jeter'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

January 31, 2025 - Present

MMA SECURITIES LLC

RIA

CRD#: 44254

Reston, VA

Past

May 16, 2024 - November 7, 2024

RANGE ADVISORY, LLC

RIA

CRD#: 321969

MCLEAN, VA

Past

February 25, 2021 - May 9, 2024

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

Washington, DC

Past

February 24, 2021 - May 9, 2024

J.P. MORGAN SECURITIES LLC

CRD#: 79

Washington, DC

Past

September 17, 2018 - February 25, 2021

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

New York, NY

Past

September 17, 2018 - February 25, 2021

UBS FINANCIAL SERVICES INC.

CRD#: 8174

New York, NY

Past

October 20, 2017 - September 10, 2018

MORGAN STANLEY

RIA

CRD#: 149777

PURCHASE, NY

Past

August 31, 2017 - September 10, 2018

MORGAN STANLEY

CRD#: 149777

PURCHASE, NY

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".

MMA SECURITIES LLC

CRD#: 44254 / SEC#: 801-100377, 8-50591

RIA

Registered Investment Advisory firm - SEC (7/7/2015 Approved)

Connecticut

Registered Investment Advisory firm - SEC (5/23/2013 Terminated)

New Jersey

Registered Investment Advisory firm - SEC (5/2/2013 Terminated)

Broker-Dealer Firm Regulated by FINRA (New York district office)

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

Virginia
(1/31/2025)

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 66

Date: 10/18/2017

Uniform Combined State Law Examination

General Industry/Product Exam

Series 79TO

Date: 8/25/2023

Investment Banking Registered Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/31/2017

General Securities Representative Examination

Current Firm

MMA SECURITIES LLC

CRD#: 44254 / SEC#: 801-100377, 8-50591

RIA

Registered Investment Advisory firm - SEC (7/7/2015 Approved)

Connecticut

Registered Investment Advisory firm - SEC (5/23/2013 Terminated)

New Jersey

Registered Investment Advisory firm - SEC (5/2/2013 Terminated)

Broker-Dealer Firm Regulated by FINRA (New York district office)

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Contact information

Main Address

1166 Avenue Of The Americas, New York, NY 10036

Mailing Address

1166 Avenue Of The Americas, New York, NY 10036

Phone number

(917) 625-4069

Established

New Jersey since 02/03/1998

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Medium

# of Employees

179

SEC notice filing (52 States and Territories)

FINRA licenses (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

MMAS PERSONALIZED ADVISORY SERVICES FIRM BROCHURE 03.2025 (3/27/2025)

MMAS RETIREMENT PLAN SERVICES FIRM BROCHURE 03.2025 (3/27/2025)

MMAS PROSPER WISE FIRM BROCHURE 03.2025 (3/27/2025)

Direct owners and executive officers

Name	Position	CRD#
MARSH INSURANCE & INVESTMENTS LLC	OWNER
BARTKUS, BRIAN EDWARD	SENIOR SUPERVISORY PRINCIPAL	2827119
BLACKMORE, KIMBERLY LYNN	FINOP, CFO, PFO, POO, AND DIRECTOR	2219307
REID, CRAIG J	PRESIDENT, DIRECTOR	6280558
WEINSTOCK, JUDITH ANN	CHIEF COMPLIANCE OFFICER, CHIEF COUNSEL AND DIRECTOR	8096565

Disclosures

Regulatory Event

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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Bradford C. Jeter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradford Clayton Jeter's CRS (Customer Relationship Summary).

Certified licenses

Experience

RANGE ADVISORY, LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

MORGAN STANLEY

MORGAN STANLEY

Primary Firm SEC Registration

MMA SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/18/2017

Series 79TO

Date: 8/25/2023

SIE

Date: 10/1/2018

Series 7

Date: 8/31/2017

Current Firm

MMA SECURITIES LLC

Contact information

SEC notice filing (52 States and Territories)

FINRA licenses (51 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Disclosures

Red Flags

Company Information

MMA SECURITIES LLC

TRUST BUT VERIFY

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