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Jarrett B
Series 66
Alamo, CA
Pursue Wealth Partners, LLC
Jarrett Brady is a financial advisor at Pursue Wealth Partners, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Kingswood Capital Partners, J Alden Associates Inc., and Raymond James & Associates. He is also CEO of White Rabbit Cap, Inc., an entity related to Pursue Wealth Partners for legal and accounting purposes. Pursue Wealth Partners, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm manages approximately $243 million in assets, offering customized, primarily long-term investment strategies that incorporate fundamental and technical analysis, using a range of investment vehicles including mutual funds, ETFs, equities, bonds, options, and alternative investments.
Yarenis R
Series 66
Atlanta, GA
Pursue Wealth Partners, LLC
Yarenis Rodriguez is a financial advisor at Pursue Wealth Partners, LLC with 16 years of industry experience. She holds a Series 66 designation and has worked at several firms including Kingswood Capital Partners, J Alden Associates, iCapital Wealth, Cantella & Co., Raymond James, and Fidelity Brokerage Services. Pursue Wealth Partners, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm combines fundamental and technical analysis to create customized portfolios using a broad range of investment vehicles and employs both internal management and independent managers, supported by a relationship with Raymond James for custodial and operational services.
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