Bradford Jones
Bradford Jones is a registered investment advisor at Infinity Financial Services Advisory, based in Oakland, CA, with 11 years of industry experience. Bradford operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 667 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFSA's annual portfolio management fees are based on the amount of your portfolio and range from 0.25% to 2.50%. The exact fee depends on the amount you invest. There is a minimum fee of 0.25% per year, but this may be waived at IFSA's discretion. In addition to the portfolio management fee, there is a monthly service and reporting fee that is the higher of 5 basis points of the account value or $100, both pro-rated for the number of active days in the billing cycle.
Location
212 9th Street, Suite 202, Oakland, CA, 94607
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Regulatory History (1)
Customer Dispute
September 2023Other Business ActivitiesSells Insurance
Bradford is an insurance agent since 2020, dedicating a few hours per week to insurance sales. He is also a principal at Stonemill Partners, an M&A firm, dedicating about a quarter of his time to business valuations and marketing.
Employment History
Current Registrations
Infinity Financial Services Advisory
Infinity Financial ServicesBroker
Previous Registrations
Infinity Financial Services
Trustmont Advisory Group, INC.
Trustmont Financial Group, INC.Broker
Infinity Financial Services
Infinity Financial ServicesBroker
Edward Jones
Edward JonesBroker
State Registrations3 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.