J
J. Bradley Consulting LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
J. Bradley Consulting LLC provides advisory services by referring and directing clients to third‑party investment advisers, principally serving individuals and high‑net‑worth individuals. The firm does not manage client assets directly and reported zero discretionary and non‑discretionary assets under management as of January 2025.
Rather than conducting in‑house portfolio management, JBC’s process focuses on vetting other advisers and verifying their licensing or notice filings in the states where they are recommended. JBC does not trade client accounts, does not accept custody or discretionary authority, and is compensated through fee‑sharing and referral arrangements paid by the selected advisers.
The firm’s reliance on the selection of other advisers is statistically uncommon for firms in the investment‑manager category and creates a potential conflict of interest because JBC receives a share of the advisers’ fees, including referrals to a specific third‑party firm. JBC also does not employ a traditional percentage‑of‑assets‑under‑management fee model and is newly formed with a single management person, factors prospective clients may consider when evaluating its operational history and resources.
Client services
Selection of other advisers
Main office location
J. Bradley Consulting LLC
Middletown DE, United States
Number of offices
1
Most active in
J. Bradley Consulting LLC has reported serving >5 clients in these states in the last 12 months.
Delaware
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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