Jeffrey Kade Brannon

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 08/2016 → 05/2017
  Bethel University
  St. Paul, MN
• 06/2017 → 08/2017
  Abbott Label
  Dallas, TX
• 09/2017 → 05/2018
  Bethel University
  St. Paul, MN
• 06/2018 → 08/2018
  Abbott Label
  Dallas, MN
• 08/2018 → 04/2020
  Bethel Wellness Center
  St. Paul, MN
• 05/2019 → 05/2020
  Dispatch
  Bloomington, MN
• 06/2020 → 07/2020
  Unemployed
  Shoreview, MN
• 08/2020 → 01/2024
  Equitable Advisors, Llc.
  New York, NY
• 09/2021 → 04/2022
  Pure Hockey
  Minnetonka, MN
• 01/2024 → Present
  Commonwealth Financial Network
  San Diego, CA
• 01/2024 → Present
  Fps Financial, Inc.
  New Brighton, MN

Previous Registrations

• 2021-08-30 → 2024-02-02
  Equitable Advisors, Llc
  Minneapolis, MN

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-07-09
• S63 Uniform Securities Agent State Law Examination
  2020-09-23

Other Names

• Jeffrey Kade Brannon
• Jeffrey Kade Brannon