Skip to content

Jonathan T Bradley

Investment adviser representative at Demeter Tactical Investments Corp.
10 yearsExperience
1 stateRegistered in
$265.3MFirm assets
2 yearsFirm in business

Are you Jonathan T Bradley? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsPerformance-based

Services the firm offers

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

  • Portfolio management

Experience

10 years in the industry.

  1. Demeter Tactical Investments Corp.Jan 2025 to now
  2. M.S. Howells & CoMar 2020 to Dec 2024
  3. Msh Capital Advisors LLCMar 2020 to Dec 2024
  4. Charles Schwab & Co., Inc.Oct 2017 to Mar 2020
  5. Edward Jones LLPJan 2017 to Aug 2017
  6. Roy's RestaurantOct 2016 to Apr 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2018
  • Series 66 · Uniform Combined State Law2018

State registrations

Registered as an investment adviser representative in 1 state (WY).

Demeter Tactical Investments Corp.

$265.3MAssets managed
396Clients
3Advisers
2 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
6734669
Firm CRD
329512
Advisor's SEC record (opens in a new tab)
CallContact this firm