Unclaimed Profile

Jennifer Dawn Muckley

BRAGG FINANCIAL ADVISORS INC·CHARLOTTE, North Carolina

Clean record5 years registeredBRAGG FINANCIAL ADVISORS INC

1031 SOUTH CALDWELL ST, CHARLOTTE, NC 28203CRD# 6935321Firm CRD# 108780

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jennifer Dawn Muckley · CHARLOTTE, NC

Registration

CRD #6935321 · BRAGG FINANCIAL ADVISORS INC · 5 years registered

Brand Profile

Not yet started

Career History

BRAGG FINANCIAL ADVISORS INC

Aug 2020 – present

Registrations & Exams

Registration record

First registered · August 26, 2020

Years registered · 5

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BRAGG FINANCIAL ADVISORS INC

CRD 108780 · SEC 801-56890

AUM

$3.4B

Regulatory assets under management

Employees

1,532 client accounts

Services offered by BRAGG FINANCIAL ADVISORS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at BRAGG FINANCIAL ADVISORS INC →

Introduction

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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.

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