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Bradford Patton Barry

Citizens JMP Securities, LLC

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About Bradford Patton Barry

Bradford Patton Barry is a financial advisor with Citizens JMP Securities, LLC. Bradford has been working in the financial services industry since August 1999. He is registered with the Financial Industry Regulatory Authority (FINRA) as a Series 7 and Series 63. Bradford also holds the Securities Industry Essentials (SIE) designation. Bradford's previous firms include Citizens Capital Markets, Citizens Securities, Inc., M Holdings Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Banc of America Securities LLC. Bradford is licensed to sell securities in North Carolina and Massachusetts.

Firm Information

Bradford Barry is currently registered with Citizens JMP Securities, LLC. Citizens JMP Securities, LLC, a Limited Liability Company, was formed in 2002 and is approved in all 50 states and the District of Columbia. The firm has received one SEC registration and 51 state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

238

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Bradford Barry’s Registration & Firm History

NC

08/01/2023 - Present

Citizens JMP Securities, LLC (CHARLOTTE NC)

NC

05/16/2016 - 08/01/2023

CITIZENS CAPITAL MARKETS (CHARLOTTE NC)

MA

04/21/2014 - 05/16/2016

CITIZENS SECURITIES, INC. (BOSTON MA)

NC

04/15/2013 - 01/07/2014

M HOLDINGS SECURITIES, INC. (CHARLOTTE NC)

NC

11/01/2010 - 06/16/2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)

NY

02/22/2001 - 11/01/2010

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

NY

04/23/1997 - 12/05/2000

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/12/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/07/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bradford Patton Barry.
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