BJ
BJ

Bradford Clayton Jeter

7 Years of Experience
May Earn Commission
Areas of Practice
Retirement PlanningInvestment Management
Compensation
Commission-BasedFixed/Hourly
Firm Size
142 advisors
Number of Clients
8,394 clients
Average Client Portfolio
Not specified

Fee Structure

Financial Planning:Investment management only
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Location

101 Huntington Ave, Suite 401, Boston, MA, 02199

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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

Bradford is the owner/operator of Exit Architects LLC, a consulting practice focused on helping businesses with exit strategies. He dedicates nearly full-time hours to this activity, including a significant portion during normal trading hours.

Employment History
Current Registrations
Mma Securities LLC
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Range Advisory, LLC
May 2024 - November 2024 · 6 mos
J.P. Morgan Securities LLC
February 2021 - May 2024 · 3 yrs 3 mos
J.P. Morgan Securities LLCBroker
February 2021 - May 2024 · 3 yrs 3 mos
UBS Financial Services INC.Broker
September 2018 - February 2021 · 2 yrs 5 mos
UBS Financial Services INC.
September 2018 - February 2021 · 2 yrs 5 mos
Morgan Stanley
October 2017 - September 2018 · 11 mos
Morgan StanleyBroker
August 2017 - September 2018 · 1 yr 1 mo
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.