J Bradley Group

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


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.

Contact Details

LocationLos Gatos, California
Address59 N Santa Cruz Ave, Ste R
Postal Code95030
CountryUnited States
Web Sitehttp://www.jbradleygroup.com
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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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