With more than twelve years of financial services experience, Jesse Bradley understands that effective financial planning starts with strong relationships. As a CERTIFIED FINANCIAL PLANNER® professional and a Fiduciary Advisor at Trajan Wealth, he prioritizes trust, clarity, and long-term guidance, crafting strategies that support clients through every stage of life.
Before joining Trajan, Jesse spent twelve years at Fidelity Investments, gaining broad experience across several roles. He began in customer service before moving into high-net-worth client support, where he deepened his understanding of personalized planning needs. He later served as a Fixed Income Specialist and a Managed Account Specialist, roles that strengthened his expertise in portfolio construction, market dynamics, and tailored investment strategies. That work ultimately led him to managing his own book of clients, delivering financial guidance to families and individuals.
Originally from Hattiesburg, Mississippi, Jesse moved to northwest Florida before attending Florida State University, where he earned his Bachelor of Science in Finance. He now lives in Jacksonville with his wife, Brittany, their sons Jack and Harrison, and their dog Paisley. Outside of work, Jesse enjoys spending time with his family and cheering on the Jacksonville Jaguars and the Florida State Seminoles.
Jesse's Hometown
Jacksonville, Florida
Favorite Food
Boiled Crawfish
Favorite Sports Team
Jacksonville Jaguars, Florida State Seminoles
Quote
“We choose to go to the Moon. We choose to go to the Moon in this decade and do the other things, not because they are easy, but because they are hard.”~ John F Kennedy
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