A complete list of active advisors currently associated with J Bradin Financial LLC

Warmer can help you find a great advisor at J Bradin Financial LLC or one who fits your needs even better.

The firm is a state‑registered, solo investment adviser that serves individuals, pension and profit‑sharing plans, trusts, estates and charitable organizations with financial planning, investment supervisory and investment management services. In addition to portfolio management and employer plan allocation advice, the firm offers insurance review and placement and conducts educational seminars and workshops for clients and prospective clients. Its planning process emphasizes a comprehensive approach that integrates estate, financial and tax planning, and it produces an Investment Policy Statement for managed accounts. The firm implements discretionary model portfolios using a mix of fundamental, technical and cyclical analysis and a broad set of instruments (mutual funds, ETFs, options and other structured or alternative products), and it may recommend and monitor third‑party managers for portions of client assets. Compared with many independent RIAs, the firm discloses active insurance‑brokerage activity (life and annuity products), receives commission compensation for insurance sales and estimates about one quarter of business time is devoted to insurance services, and it offers free seminars that can lead to referral arrangements. The firm also discloses past disciplinary matters from early in the advisor’s career and a solicitor/fee‑sharing relationship with a third‑party manager, all of which are described in its Form ADV.

To learn more about the advisors currently working at J Bradin Financial LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Jesse Bradin	Cary, NC	9

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