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Brad M
Series 63, Series 65
Jacksonville, FL
McAdam LLC
Brad Matos is a financial advisor with McAdam LLC in Jacksonville, FL, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Achieving Veritas LLC, Totus Tuus Consulting, and Finch Investment Group. Outside of advisory work, Matos is involved with International Languages Service, Inc., where he manages operations, payroll, and accounting. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm offers financial planning, investment management, and retirement plan consulting, employing a discretionary investment approach that includes traditional and specialized asset exposures tailored to client objectives.
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