Bradley Jurik
Bradley Jurik is a CFP-designated registered investment advisor at Ameritas Advisory Services, LLC, based in Pittsburgh, PA, with 13 years of industry experience. Bradley is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 29,718 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees vary by specific program selected. Some programs include an additional program fee ranging from 0.05% to 0.35% on top of the investment professional fee.
Fee Estimator
Location
Foster Plaza Bldg #11, 790 Holiday Drive -1st Floor, Pittsburgh, PA, 15220
Get directionsHistory
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 a licensed independent insurance agent selling fixed insurance products through The Advisors Group of Pittsburgh, taking nearly full-time. He also works as an insurance agent for Western PA Financial Center, dedicating minimal time to insurance, annuity, and retirement plan sales.
Employment History
Current Registrations
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLCBroker
Previous Registrations
Ameritas Advisory Services
Waldron Private Wealth
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
PNC InvestmentsBroker
PNC Investments
Federated Global Investment Management CORP.
Mdt Advisers, a Division of Federated Mdta LLC
Federated Securities CORP.
Federated Investment Counseling
Federated Securities CORP.Broker
State Registrations22 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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