Jed
Bandes
Mutual Trust Asset Mgmt., Inc
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About this Advisor
Jed Bandes is a certified financial planner and chartered financial consultant based out of St. Petersburg, Florida with a total of 21 years of relevant experience. Bandes currently works for Mutual Trust Asset Mgmt., Inc. Their career trajectory has included roles at Mutual Trust Co. Of America Securities and Mutual Trust Asset Management, Inc. Bandes holds a Series 63 license, designating them as a securities broker, and is able to serve investors in Florida and Minnesota. Mutual Trust Asset Mgmt., Inc is a registered investment business operating in St. Petersburg, Florida. The company has offices in five locations and a total of 10 people on staff. It has $219 million in total assets between its 2,462 client accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 2,462 customer accounts, just 2% belong to high-net-worth individuals who have at least $1 million in assets. The company performs a broad set of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fee schedules typically are based on the type of services provided. Fees billed by Mutual Trust Asset Mgmt., Inc likely are comprised of any blend of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mutual Trust Asset Mgmt., Inc Brokerage Details
$218,558,283
10
2,462
$88,773
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Jed Bandes Work History
Jed has been registered as a financial advisor for 21 years.*
Mutual Trust Asset Management, Inc
Mutual Trust Co. Of America Securities
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jed Bandes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
