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Bradley Jay B

Series 66

Charlottesville, VA

Newedge Advisors

Bradley Jay Blum is a financial advisor with NewEdge Advisors, holding a Series 66 designation and bringing 20 years of industry experience. His prior roles include positions at City National Bank, RBC Capital Markets, and UBS Financial Services. Outside of his advisory work, he operates Equo Investments, LLC, a sole proprietorship involved in buying and selling investment horses, and serves on the boards of Air-Clenz LLC, a startup focused on air purification, and Neuro Rays, a company developing optical systems. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a range of portfolio management and consulting services, employing multiple program structures and centralized due diligence, and integrates technology tools and artificial intelligence in its operations.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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