JB
CFP
JB
CFP

Jerrad Bridgmon

18 Years of Experience
Colorado Springs, CO
Broker

Jerrad Bridgmon is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Colorado Springs, CO, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

201 E. Las Animas Street, Suite 103, Colorado Springs, CO, 80903

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Jerrad is an advisor for Springs Wealth Group, a DBA/Support Co. He dedicates minimal time to this non-investment related activity.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
May 2025 - Present · 1 yr
Previous Registrations
Ameriprise Financial Services, LLC
December 2024 - May 2025 · 5 mos
Ameriprise Financial Services, LLCBroker
December 2024 - May 2025 · 5 mos
Cetera Advisor Networks LLCBroker
August 2023 - November 2024 · 1 yr 3 mos
Cetera Investment Advisers LLC
August 2023 - November 2024 · 1 yr 3 mos
Securian Financial Services, INC.
November 2007 - August 2023 · 15 yrs 9 mos
Securian Financial Services, INC.Broker
May 2007 - August 2023 · 16 yrs 3 mos
State Registrations1 state
CO
AdvisorBrokerBoth

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
No exam information available for this advisor.
Jerrad Bridgmon - Financial Advisor | TrueAdvisor