Invested Better
Unclaimed

Unclaimed

Unclaimed

Justin Loyd Brady

Titleist Asset Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Justin? Claim Your Profile

About Justin Loyd Brady

Justin Brady is a financial advisor with Titleist Asset Management, LLC. Justin has been in the industry since 2004 and holds the Series 7, Series 63, and Series 66 licenses. Justin has worked with Edward Jones in the past and is working for Titleist Asset Managment, LLC as Brady Wealth Management, LLC. Justin's office is located in Nacogdoches, TX, and provides financial planning, pension consulting, and portfolio management services to individuals, businesses, and high-net-worth individuals.

Firm Information

Justin Brady is currently registered with Titleist Asset Management, LLC. Titleist Asset Management, LLC is an investment advisor registered with the SEC and located in San Antonio, TX. They manage over $1.97 billion in assets and specialize in financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors. They have a strong focus on high-net-worth individuals and corporations, serving a total of 1592 clients.
Titleist Asset Management, LLC

777 E. SONTERRA BLVD., SUITE 330

SAN ANTONIO, TX 78258

$1.98B

Assets Under Management

Not reported

Total Clients

18

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Justin Brady’s Registration & Firm History

TX

02/26/2024 - Present

Titleist Asset Management, LLC (Nacogdoches TX)

TX

07/07/2004 - 03/04/2024

EDWARD JONES (NACOGDOCHES TX)

Not sure if Justin Loyd Brady is right for you?

Licenses & Designations

BOTH

Issued 12/30/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/10/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/06/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Justin Loyd Brady. Review regulatory record here.
Not sure if Justin Loyd Brady is right for you?