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RIA / WealthAdvisordual registered (broker-dealer)12 years in industry

Bradford Steven Jones

Advisor at INFINITY FINANCIAL SERVICES ADVISORY

OAKLAND, CA | Kingsport, TN

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Search this name across graphsid dfx:ria:7ff23c82-71bc-e299-1ddc-3d483c867c06

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 2, 2014 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: INFINITY FINANCIAL SERVICES ADVISORY
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 4, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Apr 4, 2014
First registration: Jun 2, 2014
Dual registered: yes, broker-dealer
Other names: BRAD JONES|BRADFORD JONES|BRADFORD STEVEN JONES
IAPD individual key: 6293198

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
INFINITY FINANCIAL SERVICES ADVISORY	Independent wealth	Feb 9, 2026	n/a	yes	OAKLAND, CA\|Kingsport, TN	Current employment
TRUSTMONT ADVISORY GROUP, INC.	Bd affiliated wealth	May 2, 2018	Dec 24, 2019	no	Kingsport, TN\|GREENSBURG, PA	Previous registration
INFINITY FINANCIAL SERVICES	n/a	Feb 23, 2016	May 16, 2018	no	OAKLAND, CA\|OAKLAND, CA\|Kingsport, TN	Previous registration
EDWARD JONES	National bd RIA	Jun 2, 2014	Feb 24, 2016	no	ST LOUIS, MO\|KINGSPORT, TN\|KINGSPORT, TN\|JOHNSON CITY, TN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TRUSTMONT ADVISORY GROUP, INC.	INFINITY FINANCIAL SERVICES ADVISORY	Dec 24, 2019	Feb 9, 2026	2,239	Firm change after gap	Ibd to RIA
INFINITY FINANCIAL SERVICES	TRUSTMONT ADVISORY GROUP, INC.	May 16, 2018	May 2, 2018	-14	Firm change	Other
EDWARD JONES	INFINITY FINANCIAL SERVICES	Feb 24, 2016	Feb 23, 2016	-1	Firm change	Other

Relationships

Registered with (4)

→ INFINITY FINANCIAL SERVICES ADVISORYRegistered adviserregistration: current employment
Feb 9, 2026 to presentfactForm ADV
→ TRUSTMONT ADVISORY GROUP, INC.Registered adviserregistration: previous registration
May 2, 2018 to Dec 24, 2019factForm ADV
→ INFINITY FINANCIAL SERVICESRegistered adviserregistration: previous registration
Feb 23, 2016 to May 16, 2018factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Jun 2, 2014 to Feb 24, 2016factForm ADV

Dated events

No dated event names this entity yet.