Jonathan Brady Email & Phone Number

Experienced Investment Advisor with a demonstrated history of working in the financial services industry. Jonathan Brady is an Accredited Asset Management Specialist. Skilled in Financial Advisory, Customer Service, Financial Planning, Estate Planning, Retirement Planning, Income Distribution, Customer Retention, Asset Protection and Relationship Building. Strong finance professional with a Bachelor of Arts - BA focused in Organizational Studies from University of California, Davis. Jonathan works to develop comprehensive financial and retirement plans to meet his client goals.Jonathan Brady is a registered representative with, and securities offered through LPL Financial, Member FINRA/SIPC.. Brady Investments & Wealth Planning and LPL Financial are separate entities.• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy or completeness. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

• Investment Advisor And Owner

  Brady Investments And Wealth Planning

  Oct 2017 - Present - Sacramento, Ca

  Investment Planning, Financial Planning, Income distribution Planning, Wealth Management, Investments.

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  University Of California, Davis

  Organizational Studies