AdvisorOS Directory
Claim Profile
JM

Jennifer Dawn Muckley

BRAGG FINANCIAL ADVISORS INC·CHARLOTTE, North Carolina
Unclaimed Profile
1031 SOUTH CALDWELL ST, CHARLOTTE, NC 28203CRD# 6935321Firm CRD# 108780
01

About

Jennifer Dawn Muckley is a registered financial advisor based in CHARLOTTE, North Carolina, affiliated with BRAGG FINANCIAL ADVISORS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
High Net Worth Individuals
03

Firm Overview

Firm
BRAGG FINANCIAL ADVISORS INC
BRAGG FINANCIAL ADVISORS INC
AUM
$3.4B
Regulatory assets under management
Employees
31
Total firm employees
View all advisors at BRAGG FINANCIAL ADVISORS INC →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6935321
Firm CRD# 108780
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CHARLOTTE?

Browse all registered financial advisors in CHARLOTTE, North Carolina or claim this profile if it's yours.

Browse CHARLOTTE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Jennifer Dawn Muckley offer?
Jennifer Dawn Muckley specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are Jennifer Dawn Muckley's credentials?
Jennifer Dawn Muckley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jennifer Dawn Muckley located?
Jennifer Dawn Muckley is based in CHARLOTTE, North Carolina, working with BRAGG FINANCIAL ADVISORS INC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.
How does Jennifer Dawn Muckley charge for services?
Jennifer Dawn Muckley's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BRAGG FINANCIAL ADVISORS INC?
BRAGG FINANCIAL ADVISORS INC has approximately 31 employees and manages $3.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in CHARLOTTE
Derek Austin Flowers — STRUCTURED CREDIT PARTNERS LLCDavid Norman Stedman — ASSIDUOUS STRATEGIC INVESTMENTS, LLCMatteo Simone Amoroso — ASSIDUOUS STRATEGIC INVESTMENTS, LLCCaleb Hampton Rowe — ASSIDUOUS STRATEGIC INVESTMENTS, LLCM. Timothy Corbett — BARINGS LLC
Nearby cities in North Carolina
RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)
City Guides
RALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM GuideASHEVILLE Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile