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Jarrett Alexander Brady

Pursue Wealth Partners, LLC

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About Jarrett Alexander Brady

Jarrett Alexander Brady is an investment advisor representative at Pursue Wealth Partners, LLC located in Clayton, CA. Jarrett has been working in the financial services industry since 2008. Jarrett holds Series 7 and Series 66 licenses. Jarrett provides financial planning, portfolio management for individuals, and selection of other advisers. Prior to Pursue Wealth Partners, LLC, Jarrett worked at Cantella & Co., Inc. and Raymond James & Associates, Inc. Jarrett specializes in high-net-worth individuals and corporations or other businesses.

Firm Information

Jarrett Brady is currently registered with Pursue Wealth Partners, LLC. Pursue Wealth Partners, LLC is an investment advisor registered with the SEC. The firm has three investment adviser representatives and manages approximately $221,260,564 in client assets. They offer financial planning, selection of other advisers, and portfolio management for individuals and businesses.
Pursue Wealth Partners, LLC

6024 MAIN STREET

CLAYTON, CA 94517

$221.26M

Assets Under Management

Not reported

Total Clients

3

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jarrett Brady’s Registration & Firm History

CA

05/05/2023 - Present

Pursue Wealth Partners, LLC (CLAYTON CA)

CA

12/02/2020 - 10/18/2022

CANTELLA & CO., INC. (Clayton CA)

CA

09/06/2016 - 12/02/2020

RAYMOND JAMES & ASSOCIATES, INC. (San Francisco CA)

CA

09/18/2013 - 09/06/2016

DEUTSCHE BANK SECURITIES INC. (SAN FRANCISCO CA)

CA

06/21/2010 - 10/01/2013

CREDIT SUISSE SECURITIES (USA) LLC (SAN FRANCISCO CA)

CA

02/11/2008 - 06/15/2010

WELLS FARGO ADVISORS, LLC (SAN JOSE CA)

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Licenses & Designations

BOTH

Issued 02/22/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/08/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jarrett Alexander Brady.
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