Jerrad Curtis Bridgmon

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

• 04/2007 → 08/2023
  Securian Financial Services Inc
  St. Paul, MN
• 04/2007 → 07/2020
  Strategic Financial Partners
  Colorado Springs, CO
• 07/2020 → 11/2024
  Steadfast Wealth Co (Now Known As Everoak Wealth Co)
  Colorado Springs, CO
• 08/2023 → 11/2024
  Cetera Advisor Networks Llc
  Colorado Springs, CO
• 08/2023 → 11/2024
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 12/2024 → 05/2025
  Ameriprise Financial Services, Llc
  Colorado Springs, CO
• 05/2025 → Present
  Raymond James Financial Services, Inc.
  Colorado Springs, CO
• 05/2025 → Present
  Raymond James Financial Services Advisors, Inc.
  Colorado Springs, CO
• 11/2024 → 03/2025
  Colorado Springs High School
  Colorado Springs, CO

Previous Registrations

• 2024-12-09 → 2025-05-21
  Ameriprise Financial Services, Llc
  Colorado Springs, CO
  Colorado Springs, CO
• 2023-08-10 → 2024-11-15
  Cetera Investment Advisers Llc
  Colorado Springs, CO
  Colorado Springs, CO
• 2007-11-29 → 2023-08-10
  Securian Financial Services, Inc.
  Colorado Springs, CO
  Colorado Springs, CO
  St. Paul, MN

Other Businesses

(1) Name of Business: Outdoor Lifestyle Strategies Address: 201 E Las Animas St Ste 103, Colorado Springs, CO, 80903-2164, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 12/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: N/A (2) Name of Business: Springs Wealth Group Address: 201 E Las Animas St Ste 103, Colorado Springs, CO, 80903-2164, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 12/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Trader

Exams

• S66 Uniform Combined State Law Examination
  2007-11-21

Designations

• Certified Financial Planner

Other Names

• Jerrad C Bridgmon
• Jerrad Curtis Bridgmon
• Jerrad Bridgmon