Jesse Bradin
Jesse Bradin is a registered investment advisor at J Bradin Financial LLC, based in Cary, NC, with 9 years of industry experience. Jesse operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 21 clients with $6.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.95% |
| $500K - $1.0M | 0.90% |
| $1M+ | 0.85% |
All asset management fees are negotiable.
Fee Estimator
Location
Cary, NC
Get directionsHistory
Regulatory History (4)
Regulatory
May 2005Regulatory
August 2003Customer Dispute
December 2002Customer Dispute
June 2001Other Business ActivitiesSells Insurance
Jesse is a life insurance agent with J Bradin Financial, LLC. He is also a solicitor for Gradient Investments, LLC, starting in 2022.
Employment History
Current Registrations
J Bradin Financial LLC
Previous Registrations
Gradient Investments, LLC
Jefferson Pilot Securities CorporationBroker
Polaris Financial Services, INC.Broker
Polaris Financial Services, INC.Broker
Main Street Management CompanyBroker
First Investors CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.