Jason Bradford
Jason Bradford is a registered investment advisor at Cetera Investment Advisers LLC, based in Coshocton, OH, with 25 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
636 Chestnut St, Coshocton, OH, 43812
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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
Jason sells fixed insurance products (life, health, annuities) as a registered representative, and runs Jason R. Bradford, CPA LLC as an individual proprietor, dedicating about 10-20% of his time to each. He is also an investment advisor rep/agent for Bradford Financial Group and owns real estate rental property and is a partner/manager at Synergy Management Group, LLC.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
State Registrations1 state
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