Wednesday, October 28, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
KC New IRS Guidance Disallows Some Sec. 351 Exchanges And Puts The ‘Yellow Light’ On Other ETF Strategies: How To Manage The ‘Tax Risk’ Of Tax-Aware InvestingIN Americans score 60 on longevity readiness as care gaps persistIN Clients are using AI to challenge financial advice, Pacific Life survey findsIN RIA M&A veteran joins Accelerated Wealth Partners to drive deal growthIN The 401(k) moment for health benefits may be closer than you thinkIN Advisor moves: Georgia RIA launches after $1.1B breakaway, Carson and Mercer expandIN Agentic AI moves advisory firms beyond the chatbot, executives sayCW LPL revises Commonwealth retention rate to 83% ahead of November conversionIN Leading RIAs – EastCW Opinion: Fast starts are crucial to evergreen fund success

Chief Options Strategist · Demeter Tactical Investments Corp.

Jonathan T Bradley

CRD 6734669 · Named on Form ADV at one SEC-registered adviser

At a glance

Demeter Tactical Investments Corp., an SEC-registered wealth manager based in Prospect, KY with $265 million in regulatory assets, lists Jonathan T Bradley on its Form ADV as Chief Options Strategist.

Firms and roles

AtlasMembers

Jonathan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
Locked
When each role began
Locked
Each firm’s assets and growth
Locked
Search and export owners by title, state and firm size
Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

SEC adviser record

Registered since
2018 (7 years)
Designations
None on file
Exams
Series 63, Series 66
Registered in
1 state
Also a broker representative
No
Disclosures on record
None

AtlasMembers

Jonathan’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
2 firmsLocked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Jeffrey A. SextonChief Executive Officer, Chief Investment Officer & Chief Compliance Officer, Demeter Tactical Investments Corp.
  • Philip J. SteeleChief Techonolgy Officer, Demeter Tactical Investments Corp.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jonathan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.