Jay Bradley
Jay Bradley is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Boise, ID, with 21 years of industry experience. Jay 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
1519 West Hays, Boise, ID, 83702
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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
Jay is involved in several outside business activities, primarily related to tax preparation and accounting through various entities, dedicating a significant amount of time to these endeavors. He also serves on the board of directors for the Boy Scouts of America and is an agent for Avantax Insurance Agency, where he may sell various annuity and insurance products.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Ernst & Young Investment Advisers LLP
State Registrations5 states
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