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Jeffrey Kade Brannon

Investment adviser representative at Commonwealth Financial Network
10 yearsExperience
1 stateRegistered in
$212.7BFirm assets
34 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 assetsHourlyFixed or flat feeCommissions

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

10 years in the industry.

  1. Commonwealth Financial NetworkJan 2024 to now
  2. Fps Financial, Inc.Jan 2024 to now
  3. Pure HockeySep 2021 to Apr 2022
  4. Equitable Advisors, LLC.Aug 2020 to Jan 2024
  5. UnemployedJun 2020 to Jul 2020
  6. DispatchMay 2019 to May 2020
  7. Bethel Wellness CenterAug 2018 to Apr 2020
  8. Abbott LabelJun 2018 to Aug 2018
  9. Bethel UniversitySep 2017 to May 2018
  10. Abbott LabelJun 2017 to Aug 2017
  11. Bethel UniversityAug 2016 to May 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2020
  • Series 65 · Uniform Investment Adviser Law2021

State registrations

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

Commonwealth Financial Network

Legal name: Commonwealth Equity Services, LLC

$212.7BAssets managed
360,488Clients
2,700Advisers
34 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
7281983
Firm CRD
8032
Advisor's SEC record (opens in a new tab)
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