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Jeremy Despain

Advisor at Advent Capital Strategies, LLC

Updated today
Advent Capital Strategies, LLC logo

Firm

Advent Capital Strategies, LLC

Location

Port Orchard, WA

Credentials

Series 63, Series 65

Industry experience

8 years

About

Jeremy Despain is a financial advisor with Advent Capital Strategies, LLC, holding Series 63 and Series 65 credentials and seven years of industry experience. He previously worked at Key Investment Services and Key Bank. In addition to his advisory role, he has served at Bible Baptist Church since 2016. Advent Capital Strategies is a single-advisor firm offering discretionary portfolio management and retirement-plan consulting for individuals, charitable organizations, and corporate clients. The firm employs a passive, asset-class approach using low-cost index funds and ETFs, supplemented by third-party model portfolios, with account supervision tailored to client objectives and risk tolerances.

Client services

Based on Advent Capital Strategies, LLC

Financial planning Portfolio management

Expertise

Based on Advent Capital Strategies, LLC

Passive / index investing Cash flow / budgeting Debt management

Fee options

Fixed

Express Financial Consulting fixed fee $500-$2,500; Administration fee $175 one-time

Percentage

$100,000 - $249,999: 0.95% $250,000 - $749,000: 0.85% $750,000 - $1,999,999: 0.75% $2,000,000+: 0.45%

Project-based

$350 per hour, minimum $500

Other

Minimum fee: $750 for accounts $0-$49,999; $950 for accounts $50,000-$99,999 Fee-only: Express Financial Consulting fixed fee ranging from $500 to $2,500; hourly fee $350/hour with $500 minimum

Location

Port Orchard, WA

Most active in

Washington

Work history

Key Investment Services

2016 - 2018 (2 years)

Bible Baptist Church

2016 - Present (10 years)

Key Bank

2015 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Kathleen G

Series 63, Series 66

Bainbridge Island, WA

Gallagher Capital Corp.

Active portfolio management Income planning General retirement planning
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Michael M

Series 65

Seattle, WA

North Creek Capital, LLC

Private / alternative investments Real estate investing Business Financial Management
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Jesse D

Series 65, Series 66

Vashon, WA

Fangorn Wealth Management

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) Retirement income strategy Founder/Business Owner Attorney Young Professionals Mid-Career Professionals
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Gary H

Series 65

Bainbridge Island, WA

Bedfield Asset Management, LLC

Active portfolio management Passive / index investing Concentrated stock management
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Edward L

Series 63

Bainbridge Island, WA

Seattle Asset Management, Inc.

Wealth management Passive / index investing

Terry B

CFP®

Port Orchard, WA

BradfordCrane Company LLC

Terry Bradford-Crane, MBA, CFP® is an investment adviser in the states of California and Washington. After graduating from the United States Naval Academy and an accomplished career as an EA-6B Prowler naval flight officer, she began her career as a financial adviser with Merrill Lynch in Oxnard, California. As a financial adviser and certified financial manager with Merrill Lynch, Mrs. Bradford-Crane managed a multi-million dollar book of cash and securities for high net worth individuals and businesses. She regularly performed individual financial plan presentations to clients and developed and implemented financial planning strategies for cash and debt management, education planning, retirement planning, risk management, tax planning and estate planning. In August 2004, Mrs. Bradford-Crane established BradfordCrane Company as a business platform to educate individuals on investment topics, inspire investors to reach for their own financial independence, deliver presentations on portfolio development and the "art" of selecting an appropriate financial advisor, and provide pro bono financial planning advice to organizations and individuals as a service to her community. Her commitment to financial literacy is evident in her community involvement over the years as a volunteer and guest speaker for several advisory boards and mentoring programs. She has a Master of Business Administration (Financial Planning) from California Lutheran University and is an adjunct faculty member for the California Lutheran University MBA in Financial Planning Program. Mrs. Bradford-Crane is a CFP® Certificant and a member of the Financial Planning Association of Puget Sound. She volunteers for the Foundation for Financial Planning and is the owner and editor of PeaceOfMindWaypoints.com. Mrs. Bradford-Crane also a co-owner and financial officer of Allied Approach Group, LLC, an aviation test and evaluation company.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) Self-Employed Young Professionals
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