Jonathan Bradley
Institutional Trader at M.S. Howells & Co.- Claim this Profile
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Topline Score
Bio
Credentials
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Series 57
FINRAJun, 2020- Nov, 2024 -
Series 87 - Equity Research Analyst Part II
FINRAFeb, 2020- Nov, 2024 -
Series 86 - Equity Research Analyst Part I
FINRADec, 2019- Nov, 2024 -
Series 66
FINRA (Financial Industry Regulatory Authority)Oct, 2018- Nov, 2024 -
Series 7
FINRA (Financial Industry Regulatory Authority)Apr, 2018- Nov, 2024
Experience
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M.S. Howells & Co.
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United States
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Financial Services
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1 - 100 Employee
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Institutional Trader
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Mar 2020 - Present
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Charles Schwab
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United States
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Financial Services
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700 & Above Employee
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Senior Specialist, Trading Services
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Oct 2017 - Mar 2020
Support clients in all aspects of their investment management needs including but not limited to trading, investment guidance, and retirement planning Support clients in all aspects of their investment management needs including but not limited to trading, investment guidance, and retirement planning
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Edward Jones
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United States
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Financial Services
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700 & Above Employee
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Tax Services and Cost Basis Intern
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Jan 2017 - Oct 2017
Work with the firm's Operations division to provide branch teams with clear, timely and accurate information, and process account transactions that help fulfill clients' financial needs. Work with the firm's Operations division to provide branch teams with clear, timely and accurate information, and process account transactions that help fulfill clients' financial needs.
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Education
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2015 - 2019
Grand Canyon University
Bachelor's degree, Finance and Economics
Community
