John Douglas Brandon

Employer firm

Bcs Wealth Management, LLC CRD 115489

$987M regulatory AUM 16 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 03/2015 → 03/2021
  Raymond James & Associates
  Lexington, KY
• 03/2021 → Present
  Purshe Kaplan Sterling Investments
  Albany, TX
• 03/2021 → Present
  Bcs Wealth Management
  Johnson City, TN

Previous Registrations

• 2015-07-31 → 2021-03-12
  Raymond James & Associates, Inc.
  Lexington, KY

Other Businesses

BCS Wealth Management - Investment Related - At registered location - Financial Planning - Financial Advisor - 3/2021 - 160hrs/mos, 32 trading hours - Financial/Retirment Planning || PKS Financial - Investment Related - 80 State St Albany NY 12207 - Fixed/Traditional Ins. - 03/21 - 4hrs/mos - 3 trading hrs - Sales of Fixed/Traditional Ins. Salvation Army - Not Investment Related - 204 W. Walnut St. Johnson City TN 37604 - Board of Directors - 06/01 - 0 hrs per month - Advisory board member to discuss operations, financials, and fundraising strategies.

Exams

• S66 Uniform Combined State Law Examination
  2015-07-30

Other Names

• John Douglas Brandon