Brad Mckenzie Blaisdell

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2014 → 04/2024
  Edward Jones
  St Louis, MO
• 04/2024 → Present
  Raymond James Financial Services, Inc.
  Herndon, VA
• 04/2024 → Present
  Raymond James Financial Services Advisors, Inc.
  Herndon, VA
• 08/2021 → 03/2026
  Herndon High School
  Herndon, VA

Previous Registrations

• 2014-07-18 → 2024-04-18
  Edward Jones
  Ashburn, VA
  Herndon, VA
• 2004-07-23 → 2014-07-17
  Pruco Securities, Llc.
  Vienna, VA
  Vienna, VA

Other Businesses

Name of Business: Blaisdell Wealth Management Address: 510 Spring St Ste 260, Herndon, VA, 20170-5148, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 04/12/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advising

Exams

• S66 Uniform Combined State Law Examination
  2004-06-25

Designations

• Chartered Financial Consultant

Other Names

• Brad M. Blaisdell