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CFP · ChFC
JB
CFP · ChFC

Jed Bandes

Calton & Associates, INC.
45 Years of Experience
St Petersburg, FL
1 DisclosureBrokerSells Insurance
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View SEC Summary

Jed Bandes is a CFP, ChFC-designated registered investment advisor at Calton & Associates, INC., based in St Petersburg, FL, with 45 years of industry experience. Jed is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 5,283 clients with $1.6B in assets under management.

Calton & Associates, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
226 advisors
Number of Clients
5,283 clients
Average Client Portfolio
$298K average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.60%

Fees are up to 2.60% and may be negotiable depending on the client, representative, and program selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

St Petersburg, FL

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
March 1990
Final
View Full SEC ReportHow to Read Disclosures
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.

Employment History
Current Registrations
Calton & Associates, INC.Broker
October 2024 - Present · 2 yrs
Calton & Associates, INC.
October 2024 - Present · 2 yrs
Mutual Trust Asset Mgmt., INC.
September 2002 - Present · 24 yrs 1 mo
Previous Registrations
Mutual Trust Asset Mgmt., INC.
September 2002 - December 2010 · 8 yrs 3 mos
Mutual Trust Asset Mgmt., INC.
September 2002 - December 2004 · 2 yrs 3 mos
Mutual Trust Company of America SecuritiesBroker
February 1986 - December 2024 · 38 yrs 10 mos
Emmett a Larkin Company, INC.Broker
April 1985 - February 1986 · 10 mos
Merrico Investments CorporationBroker
September 1984 - April 1985 · 7 mos
E. F. Hutton & Company INCBroker
April 1982 - April 1984 · 2 yrs
Dean Witter Reynolds INC.Broker
January 1981 - May 1982 · 1 yr 4 mos
State Registrations3 states
CTFLSC
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.
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