J Bradin Financial LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$9,958,986
Clients
31
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
31
HighAverage account size
$321,258
About
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.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Retirement income strategy
Income planning
Options & derivatives strategies
Real estate investing
Long-term care insurance
Occupation focus
Self-Employed
Demographic focus
Approaching retirement
Fee options
Client Directed Accounts charged $300 flat from Gradient Investments; JBF portion $0.
$0 - $250,000: 1.00% annually $250,001 - $500,000: 0.95% annually $500,001 - $1,000,000: 0.90% annually $1,000,001+: 0.85% annually
Commission-based compensation from insurance product sales; insurance assets excluded from AUM fees.
Account minimum: $25,000
Main office location
J Bradin Financial LLC
Cary NC, United States
Number of offices
1
Most active in
J Bradin Financial LLC has reported serving >5 clients in these states in the last 12 months.
North Carolina · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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