Jarrett Brady has been Managing Director of Pursue Wealth Partners since April 2023, is a control person of the firm and directly owns under 5% of it.
Pursue Wealth Partners, LLC is a firm with $243M under management, 31 clients and 2 advisers across 2 offices, as of its September 2026 filing.
Jarrett Brady’s longest registration was 4 years at Raymond James & Associates, Inc. (2016–2020). Before joining Pursue Wealth Partners in 2023, Jarrett Brady was registered through Icapital Wealth LLC and Raymond James & Associates, Inc.
- Pursue Wealth Partners, LLCCurrent– present · 3 yearsAlamo, CA · Adviser representative · Firm CRD 326348
- Icapital Wealth LLC– · 2 yearsClayton, CA · Adviser representative · Firm CRD 311102
- Raymond James & Associates, Inc.– · 4 yearsSan Francisco, CA · Adviser representative · Firm CRD 705
- Deutsche Bank Securities Inc.– · 2 yearsSan Francisco, CA · Adviser representative · Firm CRD 2525
- Credit Suisse Securities (USA) LLC– · 3 yearsSan Francisco, CA · Adviser representative · Firm CRD 816
- Wells Fargo Advisors, LLC– · 2 yearsSan Jose, CA · Adviser representative · Firm CRD 19616
Investment adviser representative registrations
Jarrett Brady is registered as an investment adviser representative in 2 states. Each was approved in May 2023.
- CaliforniaSince 5 May 2023
- TexasSince 5 May 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 22 February 2008 |
| Series 7 | General Securities Representative Examination | 8 February 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jarrett Alexander Brady
- CRD
- 5468220
- Firm
- Pursue Wealth Partners · CRD 326348
- Role
- Managing Director
- Office
- Alamo, CA
- Registration
- Investment adviser and broker registrations
- In the industry since
- February 2008
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Jarrett Brady work?
Jarrett Brady has been Managing Director of Pursue Wealth Partners, LLC since April 2023, and is a control person of the firm.
Is Jarrett Brady a financial advisor?
Yes. Jarrett Brady has a current investment-adviser registration in California and Texas, through Pursue Wealth Partners since May 2023.
How many years of experience does Jarrett Brady have?
Jarrett Brady has 18 years in the financial industry, since February 2008, across 6 adviser firms.
What exams has Jarrett Brady passed?
Jarrett Brady has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in February 2008. FINRA credited Jarrett Brady with the SIE, which began in October 2018.
Where did Jarrett Brady work before Pursue Wealth Partners?
Before Pursue Wealth Partners, Jarrett Brady was registered through Raymond James & Associates, Inc., September 2016 to December 2020; Deutsche Bank Securities Inc., September 2013 to September 2016; Credit Suisse Securities (USA) LLC, June 2010 to October 2013; Wells Fargo Advisors, LLC, February 2008 to June 2010.
Where is Jarrett Brady based?
Jarrett Brady’s registered office is in Alamo, CA.
Is Jarrett Brady registered with FINRA?
Yes. Jarrett Brady has a current broker registration, under CRD 5468220.
Source: FINRA BrokerCheck
How can I verify Jarrett Brady’s record?
Search CRD 5468220 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jarrett Brady’s full registration record.