Jed Bandes
Jed Bandes is a CFP, ChFC-designated registered investment advisor at Calton & Associates, INC., based in Tampa, FL, with 44 years of industry experience. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 5,283 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Calton charges a percentage of your portfolio for investment management, up to 2.60% annually. This fee may be negotiable. The exact fee depends on the representative managing your account and the program you select. You may also incur additional fees from third-party money managers. Calton bills quarterly, either in advance or arrears. You can terminate the agreement with 30 days' notice, and any unearned fees will be refunded. Some clients may be charged performance-based fees.
Location
2701 N. Rocky Point Drive, Suite 1000, Tampa, FL, 33607
Get directionsHistory
Regulatory History (1)
Regulatory
March 1990Other Business ActivitiesSells Insurance
Jed is the owner and principal of Mutual Trust Asset Management Inc., a registered investment advisor in Florida, dedicating a few hours per week to this business. He is also the director of Principal Derivatives, LLC and president of Mutual Trust Financial Services, selling fixed life and annuities, dedicating minimal time to each.
Employment History
Current Registrations
Calton & Associates, INC.
Calton & Associates, INC.Broker
Mutual Trust Asset Mgmt., INC.
Previous Registrations
Mutual Trust Asset Mgmt., INC.
Mutual Trust Asset Mgmt., INC.
Mutual Trust Company of America SecuritiesBroker
Emmett a Larkin Company, INC.Broker
Merrico Investments CorporationBroker
E. F. Hutton & Company INCBroker
Dean Witter Reynolds INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.