Bradley Jerome Keel
Investment adviser representative at Benjamin F. Edwards & Company, Incorporated
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$18.9BFirm 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
- Seminars and workshops
Experience
16 years in the industry.
- Benjamin F. Edwards & Company, Inc.Feb 2020 to now
- Benjamin F. EdwardsSep 2019 to now
- Independent Health CoachApr 2018 to now
- California Pacific Medical Center (sutter Health)Aug 2010 to Sep 2019
- Epic Church SfJun 2010 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Benjamin F. Edwards & Company, Incorporated
$18.9BAssets managed
33,057Clients
514Advisers
16 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
- 7173868
- Firm CRD
- 146936