Shallon Jean Weis
Investment adviser representative at Bradford Financial Center
21 yearsExperience
2 statesRegistered in
$229.7MFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Joshua and Shallon WeisNov 2018 to now
- Bradford Tax & Accounting NetworkJan 2015 to now
- Weis ServicesJun 2014 to now
- Bradford InsuranceJan 2009 to now
- United Planners Financial Services of AmericaAug 2006 to now
- Bradford Financial CenterJan 2005 to now
- Bradford GroupJan 2005 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (IA, NE).
Bradford Financial Center
$229.7MAssets managed
710Clients
8Advisers
19 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
- 4364513
- Firm CRD
- 110953