Jonathan Brady is an LPL Investment Advisor Representative and Owner of Brady Investments and Wealth Planning. Mr. Brady created Brady Investments and Wealth Planning in 2017 although he has been working with clients since 1996. Through the years, Jonathan has worked for or affiliated with many large firms as an Investment Advisor Rep including Morgan Stanley, Piper Jaffray, US Bank, Securities America and now LPL Financial. He also previously worked for American Providers as Director of Client Investment Services providing Estate Planning and investment solutions to clients. Jonathan works with leading Financial Companies to provide comprehensive investment strategies to work towards client goals. Jonathan has extensive experience in Financial Planning, Retirement Planning, Estate Planning, Post Mortem Trust Administration, Long Term Care Planning and Insurance planning. Jonathan is a graduate of UC Davis and enjoys sports, outdoor activities, spending time with family and his dog.
