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Jesse B

CFP®, Series 63

Orange Park, FL

Trajan Wealth, L.L.C.

Jesse Bradley is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2014, progressing through various roles including Investment Management Consultant II, Investment Management Consultant I, Fixed Income Specialist, and Financial Representative positions focused on private clients and high net worth individuals. His professional experience encompasses investment management and fixed income specialization, providing him with a broad understanding of financial planning and asset management. Jesse holds insurance licenses in Arkansas and California, supporting his ability to advise clients in these areas. Jesse emphasizes forming strong relationships with clients and their families, working to understand their unique financial goals and to build customized financial plans. He prioritizes trust, reliability, and competency in his client partnerships.

Wealth management
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