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Jonathan T Bradley

Demeter Tactical Investments Corp.

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About Jonathan T Bradley

Jonathan T. Bradley is a financial advisor with over 5 years of experience in the financial services industry. Jonathan is currently registered with Demeter Tactical Investments Corp. and holds the Series 66, Series 63, Series 57TO, Series 87, Series 86, SIE and Series 7 licenses. Jonathan has a strong track record of success in helping individuals and businesses achieve their financial goals. Jonathan is committed to providing personalized financial advice and guidance to help clients make informed decisions about their financial future.

Firm Information

Jonathan Bradley is currently registered with Demeter Tactical Investments Corp.. Demeter Tactical Investments Corp. is an investment advisor registered with the SEC and located in Sheridan, Wyoming. The firm manages over $100 million in assets and provides portfolio management services to individuals and businesses. They have a team of one Investment Adviser Representative and specialize in serving high-net-worth individuals and individuals other than high-net-worth.
Demeter Tactical Investments Corp.

1309 COFFEEN AVENUE, SUITE 4157

SHERIDAN, WY 82801

$100.98M

Assets Under Management

Not reported

Total Clients

1

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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percentage of assets

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

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Jonathan Bradley’s Registration & Firm History

AZ

01/09/2025 - Present

Demeter Tactical Investments Corp. (QUEEN CREEK AZ)

AZ

04/20/2018 - 03/30/2020

CHARLES SCHWAB & CO., INC. (Phoenix AZ)

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Licenses & Designations

BOTH

Issued 10/29/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/03/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/19/2020

Series 57TO - Securities Trader Exam

BC

Issued 02/08/2020

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 12/07/2019

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/20/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan T Bradley.
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