J Bradley Group

    
User TypeAdvisor
Entity NameJ Bradley Group
Member since06/20/2011
SEC Registration #
Minimum Invetsment Required0.0
Assets Under Managment0.0

Contact Details

 
LocationLos Gatos, California
Address59 N Santa Cruz Ave, Ste R
Postal Code95030
CountryUnited States
Phone408-395-1510
Fax408-395-7151
Web Sitehttp://www.jbradleygroup.com

Summary


The J Bradley Group specializes in providing comprehensive financial planning including Estate Planning, Succession Planning and Asset Management.

The Group has a well developed and highly evolved process to help you clarify your long and short term objectives. We help you understand the pros and cons of the various potential strategies you might want to employ in order to implement a solid financial plan. Then we guide you step by step through the planning process to help make your plan a reality.

We’ve built our business on the principle that what is most interesting about people is their personal life story. Knowing that you are unique, and understanding the stages of your life are crucial to our recognition of your financial aspirations. Appreciating your personal story is critical in being able to advise how to best pursue your particular goals and objectives.

Once we thoroughly absorb your goals, we use our skills and expertise to put a plan together that accurately meets your needs. One of the things we are most proud of is working closely with you to create a highly individualized financial relationship on the basis of ethics, integrity, and professionalism. 

Securities offered through LPL Financial. Member FINRA/SIPC.

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Financial advisors use their knowledge of investments, tax laws, and insurance to recommend financial options to individuals. The SEC typically regulates investment advisers that have assets under management in excess of $25,000,000. Investment advisers that do not meet this threshold generally are regulated by the states. The SEC registers IA firms but does not separately register individual representatives of IA firms. The states register IA firms, and many separately register individual investment adviser representatives. Currently, you can only search for IA firms on this website. In the future, this website also will provide the ability to search for individual investment adviser representatives. In 1996 Congress amended the Investment Advisers Act of 1940 to require that the SEC establish a readily accessible electronic process to respond to public inquiries about investment advisers and their disciplinary information. The SEC created this website to satisfy Congress? mandate.

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U.S. Department of Labor: Financial Advisors  Bureau of Labor Statistics  Bureau of Labor Statistics: Financial Advisors
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AAFM  American Academy of Financial Management  American Academy of Financial Management
CFP  Certified Financial Planner Board of Standards  Certified Financial Planner Board of Standards
FPA  Financial Planning Association  Financial Planning Association

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