Jay Charles Bradley

Current Employers

Employment History

• 10/2004 → Present
  Bradley Consulting
  Boise, ID
• 11/2005 → Present
  Dr. Bryce T. Bradley & Assoc. Pllc
  Boise, ID
• 11/2005 → 09/2025
  Avantax Investment Services, Inc.
  Boise, ID
• 02/2006 → 09/2025
  Avantax Advisory Services
  Boise, ID
• 03/2020 → 09/2025
  Avantax Insurance Agency, Llc
  Boise, ID
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Boise, ID
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2006-02-04 → 2025-09-05
  Avantax Advisory Services
  Boise, ID
• 2003-07-02 → 2004-10-04
  Ernst & Young Investment Advisers Llp
  Chicago, IL

Other Businesses

1) NAME OF OTHER BUSINESS: BRADLEY CONSULTING; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAX PREPARATION AND ACCOUNTING; START DATE: 11/2004; POSITION/TITLE/RELATIONSHIP: OWNER/SOLE PROPRIETOR; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: ALL BILLABLE HOURS OF TAX AND ACCOUNTING WORK; 2) NAME OF OTHER BUSINESS: BRADLEY FINANCIAL; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAX PREPARATION AND ACCOUTING; START DATE: 01/2009; POSITION/TITLE/RELATIONSHIP: INDEPENDENT CONTRACTOR; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: TAX PREPARATION AND ACCOUNTING OF CLOSELY HELD FAMILY BUSINESS; 3) NAME OF OTHER BUSINESS: DR. BRYCE T. BRADLEY & ASSOCIATES CERTIFIED PUBLIC ACCOUNTS, PLLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAX PREPARATION AND ACCOUNTING; START DATE: 10/2004; POSITION/TITLE/RELATIONSHIP: SENIOR ; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: TAX PREPARATION AND ACCOUNTING

Exams

• S66 Uniform Combined State Law Examination
  2005-12-27
• S65 Uniform Investment Adviser Law Examination
  2002-11-18

Designations