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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-06-29
  • OH RA
    APPROVED
    Since 2023-06-29

Branch Locations

636 Chestnut St, Coshocton, OH 43812 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jason Bradford Coshocton OH 01/2000 Present
Cetera Wealth Services, Llc El Segundo CA 01/2013 Present
Cetera Investment Advisers Llc Schaumburg IL 06/2023 Present
  • 01/2000 → Present
    Jason Bradford
    Coshocton, OH
  • 01/2013 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 06/2023 → Present
    Schaumburg, IL
Other Businesses

(1) NAME OF OTHER BUSINESS: INSURANCE, INVESTMENT RELATED: YES, NATURE OF BUSINESS: SALE OF FIXED INSURANCE (LIFE, HEALTH, ANNUITIES), POSITION/TITLE/RELATIONSHIP: REGISTERED REPRESENTATIVE, BRIEF DESCRIPTION OF DUTIES: SALE OF VARIOUS INSURANCE COMPANIES AS A REGISTERED REPRESENTATIVE; (2) NAME OF OTHER BUSINESS: JASON R. BRADFORD, CPA LLC., INVESTMENT RELATED: YES, ADDRESS: 224 SOUTH 3RD STREET. COSHOCTON, OH 43812, NATURE OF BUSINESS: CERTIFIED PUBLIC ACCOUNTANT, POSITION/TITLE/RELATIONSHIP: INDIVIDUAL PROPRIETOR, START DATE: 1998 APX NUMBER OF HOURS PER WEEK: 30 HOUR PER WEEK, BRIEF DESCRIPTION OF DUTIES: CPA PRACTICE, TAX PREPARATION FOR INDIVIDUALS AND BUSINESS. FINANCIAL STATEMENT PREPARATION; (3) NAME OF OTHER BUSINESS: BRADFORD FINANCIAL GROUP; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: INSURANCE AND FINANCIAL SERVICES; START DATE: 02/2019; POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISOR REP / AGENT; APX NUMBER OF HOURS PER WEEK: 24; APX NUMBER OF HOURS DURING TRADING HOURS: 24; BRIEF DESCRIPTION OF DUTIES: INSURANCE AND FINANCIAL SERVICES; (4)NAME OF OTHER BUSINESS: JASON R. BRADFORD ; INVESTMENT RELATED: NO; ADDRESS: 1867 BOARDWALK DR MIRAMAR BEACH, FL 32550 ; NATURE OF BUSINESS: REAL ESTATE RENTAL ; START DATE: 6/2018 ; POSITION/TITLE/RELATIONSHIP: OWNER ; APX NUMBER OF HOURS PER WEEK: 0 ; APX NUMBER OF HOURS DURING TRADING HOURS: 30 ; BRIEF DESCRIPTION OF DUTIES: SHORT TERM RENTAL OF VACATION HOME; (5) NAME OF OTHER BUSINESS: SYNERGY MANAGEMENT GROUP, LLC ; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: EXPENSE MANAGEMENT; START DATE: 08/2023; POSITION/TITLE/RELATIONSHIP: PARTNER/MANAGER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: DBA USED TO PAY BUSINESS EXPENSES;

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