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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Charles Bradley is an active investment advisor representative with Avantax Advisory Services. Jay Charles Bradley is registered with both FINRA and the state of Idaho. Jay Charles Bradley is also registered as an investment advisor representative in Florida, Oregon, and Washington. Jay Charles Bradley is a Registered Representative for 17 years and has passed the Series 66, Series 65, SIE and Series 7 exams. Jay Charles Bradley's other business activities include working as a tax preparer and accountant for Bradley Consulting, Dr. Bryce T. Bradley & Associates and Bradley Financial. Jay Charles Bradley is also a member of the Board of Directors for the Ore-Ida Council, Boy Scouts of America and the Mountain West Council, Boy Scouts of America.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
ID
02/04/2006 - Present
Avantax Advisory Services (BOISE ID)
BOTH
Issued 12/27/2005
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/18/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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