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John B

Series 66

San Diego, CA

4LB Investments, LLC

John Bracken is the sole advisor at 4LB Investments, LLC in San Diego, CA, holding a Series 66 designation with 17 years of industry experience. He has managed 4LB Investments since its founding in 2002. 4LB Investments provides investment advice and discretionary portfolio management primarily to individuals, trusts, and estates, focusing on U.S.-listed equity securities. The firm employs a value-investing approach based on fundamental analysis and tailors portfolios to client preferences, occasionally utilizing option strategies for approved accounts.

Active portfolio management Options & derivatives strategies
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