Jonathan T. Bradley
Professional summary
Jonathan T Bradley, who also goes by Jonathan Tyler Bradley, is a registered financial advisor currently at DEMETER TACTICAL INVESTMENTS CORP. located in Queen Creek, Arizona.
Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Jonathan has worked at 4 firms and has passed the Series 66, Series 63, Series 52TO, Series 57TO, Series 87, Series 86, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan T Bradley's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 9, 2025 - Present
DEMETER TACTICAL INVESTMENTS CORP.
April 3, 2020 - December 31, 2024
MSH CAPITAL ADVISORS LLC
April 1, 2020 - December 31, 2024
M. S. HOWELLS & CO.
October 30, 2018 - March 30, 2020
CHARLES SCHWAB & CO., INC.
April 20, 2018 - March 30, 2020
CHARLES SCHWAB & CO., INC.
Primary Firm SEC Registration
DEMETER TACTICAL INVESTMENTS CORP.
CRD#: 329512 / SEC#: 801-129609
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/9/2025)
Exams
Series 52TO
Date: 9/9/2024
Municipal Securities Representative ExaminationSeries 57TO
Date: 6/19/2020
Securities Trader ExamCurrent Firm
DEMETER TACTICAL INVESTMENTS CORP.
CRD#: 329512 / SEC#: 801-129609
Contact information
SEC notice filing (11 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 994 |
| AUM (Assets Under Management) | $ 185,027,885 |
Red Flags
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