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Jesse B

Series 63, Series 65

Cary, NC

J Bradin Financial LLC

Jesse Bradin is the sole advisor at J Bradin Financial LLC in Cary, NC, with nine years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Gradient Investments, LLC and JD Melberg Financial. Bradin also operates as a life insurance agent affiliated with his firm. J Bradin Financial LLC is a state-registered, solo investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations with financial planning, investment supervisory, and management services. The firm’s approach integrates estate, financial, and tax planning and uses discretionary model portfolios with a range of investment instruments, while also providing insurance review and educational seminars.

Retirement income strategy Income planning Options & derivatives strategies Real estate investing Long-term care insurance Self-Employed Approaching retirement
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