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Jed E Bandes

Mutual Trust Asset Mgmt., Inc.

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About Jed E Bandes

Jed 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.

Firm Information

Jed Bandes is currently registered with Mutual Trust Asset Mgmt., Inc.. Mutual Trust Asset Mgmt., Inc. is a registered investment advisor based in Tampa, FL. The firm provides financial planning, portfolio management for individuals, and selection of other advisers. They manage approximately $241,372,086 in assets for 1,915 clients, including 854 individuals and 31 high-net-worth individuals.
Mutual Trust Asset Mgmt., Inc.

2701 N. ROCKY POINT DRIVE, SUITE 1000

TAMPA, FL 33607

$241.37M

Assets Under Management

51

Total Clients

7

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.

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estate & financial planning

Estate & financial planning

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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other

Financial planning & advisory

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Jed Bandes’s Registration & Firm History

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.

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jed E Bandes. Review regulatory record here.
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