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James Nelson Bradshaw

Farther

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About James Nelson Bradshaw

James Nelson Bradshaw is an Investment Advisor Representative registered with Farther in Florida. Bradshaw has been in the industry since August 2008. Bradshaw is a Series 65 license holder and has passed the Uniform Investment Adviser Law Examination. Bradshaw is a registered representative with Farther Finance Advisors, LLC. Bradshaw has a variety of experience in the financial services industry. Bradshaw has worked at BBVA Bank and Farther Finance Advisors, LLC. Bradshaw is also the manager of several other businesses including Bradshaw Development, LLC, Kid and Family Medical Clinic, LLC, Diligent Investments, LLC, Bradshaw Properties, Inc, and Lifestyles Today, LLC. Bradshaw's experience and expertise make him a valuable resource for clients seeking investment advice.

Firm Information

James Bradshaw is currently registered with Farther. Farther is a registered investment advisor headquartered in San Francisco, CA. They provide financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. The firm has approximately $2.2 billion in regulatory assets under management, with a total of 5,112 accounts. Farther also offers a wrap fee program.
Farther

575 MARKET STREET

SAN FRANCISCO, CA 94105

$2.18B

Assets Under Management

27

Total Clients

99

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Bradshaw’s Registration & Firm History

CA

01/01/2025 - Present

Farther (SAN FRANCISCO CA)

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Licenses & Designations

IA

Issued 08/04/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Nelson Bradshaw.
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