Jeanne
Bradfordodorico

D.B. Wealth Management Group, LLC

CRD#1258060
Investment Advisor
in San Diego, CA
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About this Advisor

Jeanne Bradfordodorico is a certified financial planner in San Diego, California. Currently an advisor at D.B. Wealth Management Group, LLC, Bradfordodorico has a notable 22 years of work experience. Bradfordodorico has a Series 63 license, designating the advisor as a securities agent. Bradfordodorico is registered to act as an advisor based out of California and Texas. During their career, the advisor has held roles at Lpl Financial LLC (Formerly: Linsco/Private Ledger Corp.), Db Wealth Management Group, LLC and Bradford Wealth Management. D.B. Wealth Management Group, LLC is headquartered in San Diego, California. In total, D.B. Wealth Management Group, LLC manages $129 million in assets throughout 269 client accounts and employs three staff members. The amount of assets the firm manages makes it one of the mid-sized firms in the United States. The firm manages 266 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 22% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. D.B. Wealth Management Group, LLC can offer financial planning services, portfolio management for individuals and small businesses and selection of other advisers. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

22 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

1450 Frazee Rd. Suite 610
San Diego, CA 92108-4340

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D.B. Wealth Management Group, LLC Brokerage Details

Total Assets Under Management

$139,916,857

CA Average: $7,578,581,321
Total Number of Employees

3

CA Average: 43
Total Number of Accounts

251

CA Average: 3,727
Average Account Size

$557,438

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Jeanne Bradfordodorico Work History

Jeanne has 22 years of experience.

1996 - Present (23 years)

Lpl Financial LLC (Formerly: Linsco/Private Ledger Corp.)

1996 - Present (23 years)

Db Wealth Management Group, LLC

2006 - 2012 (6 years)

Bradford Wealth Management

Disclosures

Jeanne Bradfordodorico has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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