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Jeanne Ann Bradfordodorico

D.B. WEALTH MANAGEMENT GROUP, LLC·SAN DIEGO, California
Clean recordD.B. WEALTH MANAGEMENT GROUP, LLC
1450 FRAZEE ROAD, SAN DIEGO, CA 92108-4340CRD# 1258060Firm CRD# 135317

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeanne Ann Bradfordodorico · SAN DIEGO, CA
Registration
CRD #1258060 · D.B. WEALTH MANAGEMENT GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeanne Ann Bradfordodorico is a registered financial advisor based in SAN DIEGO, California, affiliated with D.B. WEALTH MANAGEMENT GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
DB WEALTH MANAGEMENT GROUP, LLC
DB WEALTH MANAGEMENT GROUP, LLC
AUM
$213M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at DB WEALTH MANAGEMENT GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1258060
Firm CRD# 135317
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeanne Ann Bradfordodorico offer?
Jeanne Ann Bradfordodorico specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in SAN DIEGO, California for a consultation.
What are Jeanne Ann Bradfordodorico's credentials?
Jeanne Ann Bradfordodorico is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeanne Ann Bradfordodorico located?
Jeanne Ann Bradfordodorico is based in SAN DIEGO, California, working with D.B. WEALTH MANAGEMENT GROUP, LLC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.
How does Jeanne Ann Bradfordodorico charge for services?
Jeanne Ann Bradfordodorico's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is D.B. WEALTH MANAGEMENT GROUP, LLC?
D.B. WEALTH MANAGEMENT GROUP, LLC has approximately 5 employees and manages $213M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at D.B. WEALTH MANAGEMENT GROUP, LLC

Michael Kevin Donohue
SAN DIEGO, CA

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Research
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