Bradford Jones has been an investment adviser representative at Gilbert Greg RIA since April 2020, and is not listed among the firm’s executive officers or direct owners.
Gilbert Greg RIA, LLC is an Oakland, CA firm with $174M under management, 657 clients and 35 advisers across 35 offices, as of its May 2026 filing.
Bradford Jones’ longest registration is the current one, 6 years at Gilbert Greg RIA since 2020. Before joining Gilbert Greg RIA in 2020, Bradford Jones was registered through Infinity Financial Services and Trustmont Advisory Group, Inc.
- – present · 6 yearsKingsport, TN · Adviser representative · Firm CRD 304981
- Infinity Financial Services– · under a yearKingsport, TN · Adviser representative · Firm CRD 144302
- Trustmont Advisory Group, Inc.– · 1 yearKingsport, TN · Adviser representative · Firm CRD 106015
- Infinity Financial Services– · 2 yearsKingsport, TN · Adviser representative · Firm CRD 144302
- Edward Jones– · 1 yearJohnson City, TN · Adviser representative · Firm CRD 250
Investment adviser representative registrations
Bradford Jones is registered as an investment adviser representative in Tennessee, since April 2020.
- TennesseeSince 29 April 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 4 April 2014 |
| Series 7 | General Securities Representative Examination | 10 March 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Bradford Steven Jones
- CRD
- 6293198
- Firm
- Gilbert Greg RIA · CRD 304981
- Office
- Kingsport, TN
- Registration
- Investment adviser and broker registrations
- In the industry since
- June 2014
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Bradford Jones work?
Bradford Jones is an investment adviser representative registered through Gilbert Greg RIA, LLC since April 2020, and is not listed among the firm’s executive officers or direct owners.
Is Bradford Jones a financial advisor?
Yes. Bradford Jones has a current investment-adviser registration in Tennessee, through Gilbert Greg RIA since April 2020.
How many years of experience does Bradford Jones have?
Bradford Jones has 12 years in the financial industry, since June 2014, across 4 adviser firms.
What exams has Bradford Jones passed?
Bradford Jones has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in March 2014. FINRA credited Bradford Jones with the SIE, which began in October 2018.
Where did Bradford Jones work before Gilbert Greg RIA?
Before Gilbert Greg RIA, Bradford Jones was registered through Trustmont Advisory Group, Inc., May 2018 to December 2019; Infinity Financial Services, February 2016 to May 2018; Edward Jones, June 2014 to February 2016.
Where is Bradford Jones based?
Bradford Jones’ registered office is in Kingsport, TN.
Is Bradford Jones registered with FINRA?
Yes. Bradford Jones has a current broker registration, under CRD 6293198.
Source: FINRA BrokerCheck
How can I verify Bradford Jones’ record?
Search CRD 6293198 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Bradford Jones’ full registration record.