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Jon Sumner Beadell

Investment adviser representative at Beadell A D Investment Counsel Inc
15 yearsExperience
2 statesRegistered in
$250MFirm assets
51 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 assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

15 years in the industry.

  1. Beadell A D Investment Counsel IncFeb 2011 to now
  2. A D Beadell Investment Counsel, Inc.Jan 2011 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2011

State registrations

Registered as an investment adviser representative in 2 states (IL, WI).

Beadell A D Investment Counsel Inc

$250MAssets managed
96Clients
2Advisers
51 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
5880945
Firm CRD
106946
Advisor's SEC record (opens in a new tab)
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