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Jennifer Dawn Muckley

Investment adviser representative at Bragg Financial Advisors Inc
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.7BFirm 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 fee

Services the firm offers

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

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

11 years in the industry.

  1. Bragg Financial Advisors, Inc.Apr 2018 to now
  2. Wells Fargo Bank dba Abbott DowningMar 2015 to Mar 2018

Designations

  • CFP® certification

Exams passed

No exams in this record.

State registrations

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

Bragg Financial Advisors Inc

$4.7BAssets managed
1,613Clients
15Advisers
26 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
6935321
Firm CRD
108780
Advisor's SEC record (opens in a new tab)
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