Jerrad Curtis Bridgmon
Investment adviser representative at Raymond James Financial Services Advisors, Inc
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$390BFirm 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 assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- Raymond James Financial Services Advisors, Inc.May 2025 to now
- Raymond James Financial Services, Inc.May 2025 to now
- Ameriprise Financial Services, LLCDec 2024 to May 2025
- Colorado Springs High SchoolNov 2024 to Mar 2025
- Cetera Advisor Networks LLCAug 2023 to Nov 2024
- Cetera Investment Advisers LLCAug 2023 to Nov 2024
- Steadfast Wealth Co (now Known As Everoak Wealth Co)Jul 2020 to Nov 2024
- Securian Financial Services IncApr 2007 to Aug 2023
- Strategic Financial PartnersApr 2007 to Jul 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (CO).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 5289945
- Firm CRD
- 149018