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Bradford J Tallman

Edward Jones

Orange City, FL

CRD 1856635

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2014-08-20
FL RA APPROVED 2007-02-13
  • TX RA
    APPROVED_RES
    Since 2014-08-20
  • FL RA
    APPROVED
    Since 2007-02-13

Branch Locations

2580 S Volusia Ave Ste 101, Orange City, FL 32763 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward D. Jones & Co., L.P. Deltona FL 02/1990 Present
  • 02/1990 → Present
    Edward D. Jones & Co., L.P.
    Deltona, FL
Other Businesses

Geteway Association Orange City, FL Start date: 7/1/2005 President Hours per week: 0 Hours during trading: 0 Management of condo association. Manage property landscaping, lighting, sewage. complete accounting and tax data. SAPPHO LLC Type of business: COMMERCIAL REAL ESTATE Orange City, FL Start date: 8/1/2004 MANAGING PARTNER Hours per week: 2 Hours during trading: 2 RESPONSIBLE FOR MANAGING ALL ASPECTS OF RENTAL PROPERTY

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-02-01
S63 Uniform Securities Agent State Law Examination 1988-07-22
  • S66 Uniform Combined State Law Examination
    2007-02-01
  • S63 Uniform Securities Agent State Law Examination
    1988-07-22
Other Names
  • Brad Tallman
  • Bradford James Tallman

View on SEC IAPD

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