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- Custodian
- --
- Clients
- Retail
- Platforms
- Value valueRadial prime
- Established Date
- 04-05-2022
- Office Locations
- 1
Office Locations
About J Bradin Financial LLC
J Bradin Financial is a fiduciary retirement-focused advisory serving near-retirees and retirees. The firm builds personalized “Retirement Paycheck Plans” that quantify an Income Gap, align portfolios to a client’s risk score, and structure tax-efficient (including tax-free) monthly income using transparent, separately managed accounts and diversified high-yield strategies. Offers free Zoom consultations for households within five years of retirement with $250k+ saved.
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Owner & Executives
JESSE JACKSON BRADIN
Owner
- CRD
- #2676199
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,613,754 | -- |
| Non-Discretionary | $1,345,232 | -- |
| Total | $9,958,986 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,958,986
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,086,861,856 | 48.7% |
| Cash | $4,305,051,606 | 51.3% |
| Total | $8,391,913,462 | 100.0% |