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JE

Jed E Bandes

Investment Adviser Representative at CALTON & ASSOCIATES, INC.

St. Petersburg, FLCRD #722806Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
45 yrs
States Registered
3 states
Exams Passed
10

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jed E. Bandes has worked in the securities industry since 1981. They are registered to provide investment advisory services in Connecticut, Florida, and South Carolina.

Registrations & licenses

Registration type
Dual-registered
Registered in 3 states
ConnecticutFloridaSouth Carolina
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 3/5/1981
Series 52
Municipal Securities Representative Examination
Passed 10/1/2024
Series 99
Operations Professional Examination
Passed 1/2/2023
Series 79
Investment Banking Registered Representative Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 1/17/1981
Series 14
Compliance Officer Examination
Passed 1/2/2023
Series 53
Municipal Securities Principal Examination
Passed 4/21/1986
Series 4
Registered Options Principal Examination
Passed 2/28/1986
Series 24
General Securities Principal Examination
Passed 2/7/1986

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.026
Account minimum: $50,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Calton & Associates, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CALTON & ASSOCIATES, INC.Current
10/1/2024St. Petersburg, FL
MUTUAL TRUST ASSET MGMT., INC.Current
9/9/2002St Petersburg, FL
MUTUAL TRUST ASSET MGMT., INC.
9/9/200212/31/2010Clearwater, FL
MUTUAL TRUST ASSET MGMT., INC.
9/9/200212/31/2004Clearwater, FL

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jed E Bandes 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.

Jed E Bandes - Financial Advisor in St. Petersburg, FL | AdvisorFinder