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Registered advisor
B•••••• R• J••••
Feed of 09/14/2026
Also filed as Brad Jones
At current firm
5 y
since Oct 23, 2020
In the industry
20 y
since May 31, 2006 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- A• W••••• M••••••••• L•• BD affiliated currentsince Oct 23, 2020 · Brighton, Mi
- M•• I•••••••• S•••••••• L•• BD affiliatedMar 25, 2017 to Oct 26, 2020 · Southfield, Mi
- M•• F•••••••• S•••••••• I••• formerNov 23, 2016 to Mar 25, 2017 · Southfield, Mi
- M•• F•••••••• S•••••••• I••• formerApr 26, 2016 to Nov 18, 2016 · Southfield, Mi
- H•••• F•••••••• S•••••••• I••• independent RIAFeb 2, 2011 to Apr 22, 2016 · Taylor, Mi
Moves
a registration end followed by a registration begin elsewhere
- M•• I•••••••• S•••••••• L•• to A• W••••• M••••••••• L••left Oct 26, 2020, registered Oct 23, 2020 (-3 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- M•• F•••••••• S•••••••• I••• to M•• I•••••••• S•••••••• L••left Mar 25, 2017, registered Mar 25, 2017 (0 days) · corporate re-registration, not a move
- H•••• F•••••••• S•••••••• I••• to M•• F•••••••• S•••••••• I•••left Apr 22, 2016, registered Apr 26, 2016 (4 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address