Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Bragg Breck is a financial advisor with J. Wood Capital Advisors LLC. Edward has been in the financial industry for over 28 years and has a Series 7, Series 63, Series 79TO, and SIE license. Edward is registered with FINRA and the state of California. Before joining J. Wood Capital Advisors LLC, Edward worked at Perseus Advisors, LLC and Lehman Brothers Inc.
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.
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.
1
2
CA
01/08/2020 - Present
J. Wood Capital Advisors LLC (Santa Rosa CA)
CA
07/29/2004 - 02/03/2005
PERSEUS ADVISORS, LLC (SAN FRANCISCO CA)
NY
08/18/1993 - 06/06/2001
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 12/18/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 09/28/2019
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Edward Breck is the right advisor for you? Invested Better is here to help.
