J Bradin Financial

J Bradin Financial is a state-registered investment advisory firm run by Jesse Bradin, focused on Roth conversion planning paired with managed retirement income. The firm works with people who have built substantial pre-tax retirement savings, typically in the $500K to $2M range, and want to understand what those accounts will cost in taxes over time. Conversion planning is the core of the practice rather than a side service.

The process starts with a free online snapshot, followed by a 30-minute Zoom consultation with Jesse to review the numbers and decide whether a conversion strategy makes sense. If it does, he builds a multi-year roadmap showing how much to convert and in which years. Jesse acts as a fiduciary, and the firm is based in Cary, NC, with assets held at Altruist.