Brad Jedd Myers
Investment adviser representative at Lone Peak Advisers
18 yearsExperience
5 statesRegistered in
ChFC®Designation
$125.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Lone Peak Advisers, LLCJul 2022 to now
- Transitional Broker, LLCJul 2022 to now
- Geneos Welath Management IncAug 2017 to Jul 2022
- National Planning CorporationSep 2008 to Aug 2017
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 5 states (AZ, IA, ID, TX, UT).
Lone Peak Advisers
Legal name: Lone Peak Advisers, LLC
$125.4MAssets managed
905Clients
8Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4171462
- Firm CRD
- 296772