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Jarrett Alexander Brady

PURSUE WEALTH PARTNERS, LLC·CLAYTON, California
SIE, Series 7, Series 66Clean record18 years registeredPURSUE WEALTH PARTNERS, LLC
6024 MAIN STREET, CLAYTON, CA 94517CRD# 5468220Firm CRD# 326348

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jarrett Alexander Brady · CLAYTON, CA
Registration
CRD #5468220 · PURSUE WEALTH PARTNERS, LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

KINGSWOOD CAPITAL PARTNERS, LLC
Dec 2025 – present
PURSUE WEALTH PARTNERS, LLC
May 2023 – present
ICAPITAL WEALTH LLC
Nov 2020 – Jun 2023
CLAYTON, CA
RAYMOND JAMES & ASSOCIATES, INC.
Sep 2016 – Dec 2020
San Francisco, CA
DEUTSCHE BANK SECURITIES INC.
Sep 2013 – Sep 2016
SAN FRANCISCO, CA
CREDIT SUISSE SECURITIES (USA) LLC
Jun 2010 – Oct 2013
SAN FRANCISCO, CA
WELLS FARGO ADVISORS, LLC
Feb 2008 – Jun 2010
SAN JOSE, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · February 25, 2008
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PURSUE WEALTH PARTNERS, LLC
CRD 326348 · SEC 801-127939
AUM
$207M
Regulatory assets under management
Employees
3
108 client accounts
Services offered by PURSUE WEALTH PARTNERS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PURSUE WEALTH PARTNERS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Jarrett Alexander Brady offer?
Jarrett Alexander Brady specializes in Financial Planning, Investment Management. Contact their office in CLAYTON, California for a consultation.
What are Jarrett Alexander Brady's credentials?
Jarrett Alexander Brady is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jarrett Alexander Brady located?
Jarrett Alexander Brady is based in CLAYTON, California, working with PURSUE WEALTH PARTNERS, LLC. Their office serves clients in the CLAYTON metropolitan area and surrounding communities.
How does Jarrett Alexander Brady charge for services?
Jarrett Alexander Brady's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PURSUE WEALTH PARTNERS, LLC?
PURSUE WEALTH PARTNERS, LLC has approximately 3 employees and manages $207M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PURSUE WEALTH PARTNERS, LLC

Gregory Gerard Kern
CLAYTON, CA
Yarenis Rosa Rodriguez
CLAYTON, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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