Bradley Jackson
Bradley Jackson is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Bothell, WA, with 20 years of industry experience. Bradley is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
22232 17th Avenue SE Suite 310, Bothell, WA, 98021
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bradley is the owner and financial advisor at Pacific Crest Financial Services LLC, providing financial planning services. He is also an agent for Avantax Insurance Agency/Services, selling various insurance products and annuities, and sells index annuities, dedicating minimal time to each of these insurance-related activities.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
1st Global Advisors INC
1st Global Capital CORP.Broker
Prudential Securities IncorporatedBroker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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