Bradley Edward Jones

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 09/2003 → Present
  Condor Real Estate
  Temecula And Oceanside, CA
• 01/2016 → 02/2017
  Metlife Securities
  Irvine, CA
• 02/2017 → 02/2019
  Msi Financial Services Inc
  Irvine, CA
• 02/2017 → 02/2019
  Massachusetts Mutual Life Insurance Company
  Springfield, MA
• 03/2017 → 02/2019
  Mml Investors Services, Llc
  Irvine, CA
• 02/2019 → 11/2024
  Pruco Securities, Llc.
  Irvine, CA
• 03/2019 → Present
  Prudential Insurance Company Of America
  Irvine, CA
• 02/2019 → Present
  Prudential Insurance Company Of America
  Irvine, CA
• 11/2024 → Present
  Lpl Enterprise, Llc
  Irvine, CA

Previous Registrations

• 2019-12-23 → 2024-11-14
  Pruco Securities, Llc.
  Irvine, CA

Other Businesses

1- 12/19/2024 - Non-Variable Insurance/Insurance Agency - Independent Contractor/Agent - Investment Related - At Reported Business Location(s) - Start Date 01/06/2000 - 1 hour per month/ 1 hour during trading 2- 12/19/2024 - Real Estate Rental - Investment Related - Temecula, CA - Start Date 06/01/1990 - 1 hour per month/ 0 hours during trading 3- 12/19/2024 - Business Entity For Tax/Investment Purposes Only - Owner - Not Investment Related - At Reported Business Location(s) - Start Date 05/01/1999 - 8 hours per month/ 3 hours during trading 4- 12/19/2024 - Condor Real Estate - Mortgage/Real Estate Services - Broker - Investment Related - Temecula, CA - Start Date 05/01/1999 - 8 hours per month/ 3 hours during trading 5- 12/20/2024 - Crump Life Insurance Services - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 12/19/2024 - 2 hours per month/ 1 hour during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-12-23
• S63 Uniform Securities Agent State Law Examination
  2016-08-24

Other Names

• Brad Jones