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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 worked at firms including Kingswood Capital Partners, J Alden Associates, iCapital Wealth, Cantella & Co., and Raymond James & Associates. Brady is also CEO of White Rabbit Cap, Inc., an entity established for legal and accounting purposes related to Pursue Wealth Partners. Pursue Wealth Partners is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, and businesses. The firm manages approximately $243 million through discretionary and non-discretionary investment management, employing a long-term strategy that combines fundamental and technical analysis across diverse asset types, including mutual funds, ETFs, equities, bonds, options, and structured products.
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 firms including Kingswood Capital Partners, J Alden Associates, Inc, and Raymond James & Associates. Pursue Wealth Partners is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, and businesses. The firm manages approximately $243 million across about 31 client relationships, using a long-term investment process that combines fundamental and technical analysis with a diverse range of investment vehicles and strategies, including derivatives and short-term margin borrowings.
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