Jason Bradley is a registered investment advisor at J. Bradley Consulting LLC, based in Middletown, DE. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
J. Bradley Consulting (JBC) does not directly manage your investments. Instead, JBC recommends third-party investment advisors. JBC is compensated through a fee share from these advisors when you become their client. This fee is not directly charged to you but is paid by the advisor. JBC may direct clients to Ameriprise Financial Services, LLC, CRD#6363 and will be paid a referral fee for each referral that becomes a client of Ameriprise. These fees are negotiable.
Location
Middletown, DE
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jason works as a tax preparer for Multistate Tax, Inc. and receives an annual salary plus a performance bonus.
Employment History
Current Registrations
J. Bradley Consulting LLC
State Registrations1 state
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.