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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Grant Jenkins is a financial advisor with The Colony Group, LLC, a firm that has over $50 billion in assets under management. Bradley Jenkins's specializations include portfolio management, financial planning, investment advisory services and other financial services. Bradley Jenkins has been registered with the Securities and Exchange Commission since 1998 and has been a Certified Financial Planner since 2007. Bradley Jenkins is also a licensed investment advisor representative in Missouri and Texas.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
MA
07/01/2024 - Present
THE Colony Group, LLC (BOSTON MA)
IL
06/17/2005 - 07/12/2006
A. G. EDWARDS & SONS, INC. (EDWARDSVILLE IL)
WI
08/03/1998 - 06/20/2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
02/01/1999 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 07/01/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2003
Series 7 - General Securities Representative Examination
BC
Issued 07/31/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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