Bradford Steven Jones

Infinity Financial Services Advisory

11 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth

Infinity Financial Services Advisory

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

34 advisors

Number of Clients

667 clients

Average Client Portfolio

$225K average

Assets Under Management

$150.1M

Fee Structure

Location

212 9th Street, Suite 202, Oakland, CA, 94607

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

September 2023

Closed-No Action

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Bradford is an insurance agent since 2020, dedicating a few hours per week to insurance sales. He is also a principal at Stonemill Partners, an M&A firm, dedicating about a quarter of his time to business valuations and marketing.

Employment History

Current Registrations

Infinity Financial Services Advisory

April 2020 - Present · 5 yrs 10 mos

Infinity Financial ServicesBroker

March 2020 - Present · 5 yrs 11 mos

Previous Registrations

Infinity Financial Services

March 2020 - December 2020 · 9 mos

Trustmont Advisory Group, INC.

May 2018 - December 2019 · 1 yr 7 mos

Trustmont Financial Group, INC.Broker

May 2018 - December 2019 · 1 yr 7 mos

Infinity Financial Services

February 2016 - May 2018 · 2 yrs 3 mos

Infinity Financial ServicesBroker

February 2016 - May 2018 · 2 yrs 3 mos

Edward Jones

June 2014 - February 2016 · 1 yr 8 mos

Edward JonesBroker

March 2014 - February 2016 · 1 yr 11 mos

State Registrations2 states

INTN

AdvisorBrokerBoth

Exams

No exam information available for this advisor.