Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jefferson? Claim Your ProfileJefferson Ervin Bruner is a financial advisor with over 30 years of experience in the industry. Currently, Jefferson is registered with Robert W. Baird & Co. Inc. as an investment advisor. Jefferson has also held positions with MCADAMS WRIGHT RAGEN, INC., WELLS FARGO INVESTMENTS, LLC, SHEARSON LEHMAN HUTTON INC., and FOSTER & MARSHALL INC. Jefferson is licensed in multiple states, including Washington and California, and holds the Series 3, 7, and 63 licenses as well as the SIE exam.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
WA
11/07/2014 - Present
Robert W. Baird & Co. Inc. (Seattle WA)
WA
11/05/2010 - 11/07/2014
MCADAMS WRIGHT RAGEN, INC. (SEATTLE WA)
CA
03/21/1989 - 11/15/2010
WELLS FARGO INVESTMENTS, LLC (CARPINTERIA CA)
NY
06/10/1986 - 03/07/1989
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
03/24/1983 - 06/04/1986
FOSTER & MARSHALL INC.
BC
Issued 03/28/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1983
Series 3 - National Commodity Futures Examination
BC
Issued 03/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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