JB
CFP · ChFC

Jed E Bandes

44 Years of Experience

Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
223 advisors
Number of Clients
6,062 clients
Average Client Portfolio
$201K average
Assets Under Management
$1.2B

Fee Structure

Calton charges investment advisory fees for portfolio management services based on a percentage of assets in clients’ accounts, up to 2.60%. These fees may be negotiable. Financial planning services are offered for a flat fixed or hourly fee, also negotiable. Additional administrative fees of up to $40 per quarter may be charged in both wrap and non-wrap, investment advisory fee-based programs. Certain clients may be charged for portfolio investment performance by Calton under specific terms in the Investment Advisory Agreement, pursuant to a performance-based fee schedule.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEducation PlanningEstate PlanningInsurance Planning
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Advisor Information

Office location

2701 N. Rocky Point Drive, Suite 1000, Tampa, FL, 33607

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Regulatory History (1)
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Regulatory
March 1990
Final
Other Business ActivitiesSells Insurance

Jed is the owner and principal of Mutual Trust Asset Management Inc., a registered investment advisor in Florida, dedicating a few hours per week to this business. He is also the director of Principal Derivatives, LLC and president of Mutual Trust Financial Services, selling fixed life and annuities, dedicating minimal time to each.

Employment History
Current Registrations
Calton & Associates, INC. Broker
October 2024 - Present · 1 yr 3 mos
Calton & Associates, INC.
October 2024 - Present · 1 yr 3 mos
Mutual Trust Asset Mgmt., INC.
September 2002 - Present · 23 yrs 4 mos
Previous Registrations
Mutual Trust Asset Mgmt., INC.
September 2002 - December 2010 · 8 yrs 3 mos
Mutual Trust Asset Mgmt., INC.
September 2002 - December 2004 · 2 yrs 3 mos
Mutual Trust Company of America SecuritiesBroker
February 1986 - December 2024 · 38 yrs 10 mos
Emmett a Larkin Company, INC.Broker
April 1985 - February 1986 · 10 mos
Merrico Investments CorporationBroker
September 1984 - April 1985 · 7 mos
E. F. Hutton & Company INCBroker
April 1982 - April 1984 · 2 yrs
Dean Witter Reynolds INC.Broker
January 1981 - May 1982 · 1 yr 4 mos
State Registrations3 states
CTFLSC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Jed E Bandes - Financial Advisor | AdvisorDiscover