Jed E Bandes

CFP · ChFC

Calton & Associates, INC.

44 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningEducation PlanningInsurance Planning

Calton & Associates, INC.

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

223 advisors

Number of Clients

6,062 clients

Average Client Portfolio

$201K average

Assets Under Management

$1.2B

Fee Structure

Minimum Investment:$50K

Location

2701 N. Rocky Point Drive, Suite 1000, Tampa, FL, 33607

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History

Regulatory History (1)

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Regulatory

March 1990

Final

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Other Business ActivitiesSells Insurance

Jed is the owner and principal of Mutual Trust Asset Management Inc., a registered investment advisor in Florida, dedicating a few hours per week to this business. He is also the director of Principal Derivatives, LLC and president of Mutual Trust Financial Services, selling fixed life and annuities, dedicating minimal time to each.