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Brady Jowell

Investment adviser representative at &partners
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$30.3BFirm 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 assetsHourlySubscriptionFixed or flat feeCommissionsPerformance-basedOther

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

13 years in the industry.

  1. &partnersJul 2026 to now
  2. Raymond James Financial Services Advisors, IncSep 2021 to Jul 2026
  3. Fisette and Kim Financial Services LLCOct 2020 to Jul 2026
  4. Raymond James Financial Services, Inc.Jun 2020 to Jul 2026
  5. Cte LogisticsJun 2019 to Sep 2019
  6. F/v Lutke LadyJun 2018 to Sep 2018
  7. Central Washington UniversitySep 2017 to Jun 2021
  8. Sumner Veterinary HospitalJun 2015 to Sep 2017
  9. Sumner High SchoolSep 2013 to Jun 2017

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2021

State registrations

Registered as an investment adviser representative in 2 states (TX, WA).

&partners

$30.3BAssets managed
62,194Clients
544Advisers
35 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
7260096
Firm CRD
3767
Advisor's SEC record (opens in a new tab)
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