Jarrett Alexander Brady
Investment Adviser Representative at Pursue Wealth Partners, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jarrett Alexander Brady is an investment adviser representative with Pursue Wealth Partners, LLC in Alamo, CA, where they have been registered since 2023. They have worked in the securities industry since 2008 and have been registered with 6 firms, including Icapital Wealth LLC and Raymond James & Associates, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in California and Texas.
Registrations & licenses
- Investment adviser:
- California, Texas
- Broker:
8 states and territories
California, Kentucky, New Jersey, Oklahoma, Rhode Island, Texas, Washington, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Raymond James & Associates, Inc.Sep 2016 – Nov 2020San Francisco, CA
- iCAPITAL WEALTH LLCNov 2020 – Nov 2021Lafayette, CA
- Cantella & Co., Inc.Dec 2020 – Oct 2022Malden, MA
- iCapital Wealth LLCNov 2021 – May 2023Walnut Creek, CA
- J Alden Associates Inc,Oct 2022 – Nov 2025Wayne, PA
- Pursue Wealth Partners, LLCMay 2023 – no end date reportedAlamo, CA
- White Rabbit CAP, IncFeb 2023 – no end date reportedClayton, CA
- Kingswood Capital PartnersNov 2025 – no end date reportedAlamo, CA
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Pursue Wealth Partners, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Alamo, CA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jarrett Alexander Brady has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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