Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jed? Claim Your ProfileJed E. Bandes is a financial advisor with over 40 years of experience in the industry. Jed is currently registered with Mutual Trust Asset Management, Inc. Jed has held previous positions with Emmett A Larkin Company, Inc., Merrico Investments Corporation, E. F. Hutton & Company Inc, and Dean Witter Reynolds Inc. Jed is a Certified Financial Planner and a Chartered Financial Consultant. In addition to Jed's work at Mutual Trust Asset Management, Inc., Jed is the owner and principal of Mutual Trust Asset Management Inc., a registered investment advisor with the state of Florida.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Estate & financial planning
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.
Financial planning & advisory
1
2
FL
09/09/2002 - Present
Mutual Trust Asset Mgmt., Inc. (TAMPA FL)
NA
04/18/1985 - 02/19/1986
EMMETT A LARKIN COMPANY, INC.
NA
09/28/1984 - 04/19/1985
MERRICO INVESTMENTS CORPORATION
NA
04/20/1982 - 04/10/1984
E. F. HUTTON & COMPANY INC
NA
01/19/1981 - 05/04/1982
DEAN WITTER REYNOLDS INC.
BC
Issued 03/05/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 04/21/1986
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/28/1986
Series 4 - Registered Options Principal Examination
BC
Issued 02/07/1986
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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