Jarrett Alexander Brady
Investment adviser representative at Pursue Wealth Partners, LLC
10 yearsExperience
2 statesRegistered in
$243.4MFirm assets
3 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Kingswood Capital PartnersNov 2025 to now
- Pursue Wealth Partners, LLCMay 2023 to now
- White Rabbit Cap, IncFeb 2023 to now
- J Alden Associates Inc,Oct 2022 to Nov 2025
- Cantella & Co., Inc.Dec 2020 to Oct 2022
- Icapital Wealth LLCNov 2020 to May 2023
- Raymond James & Associates, Inc.Sep 2016 to Nov 2020
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Pursue Wealth Partners, LLC
$243.4MAssets managed
31Clients
2Advisers
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
- 5468220
- Firm CRD
- 326348