James Edgar Bradley
Investment adviser representative at Penobscot Financial Advisors
8 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$544.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
8 years in the industry.
- Penobscot Financial AdvisorsJan 2017 to now
- Penobscot Wealth Management (dba Penobscot Financial Advisors)Aug 2011 to now
- Maine Coastal Flight CenterJun 2009 to now
- Mid Atlantic Capital CorporationApr 2014 to Sep 2017
- Mid Atlantic Financial Management, Inc.Apr 2014 to Sep 2017
Designations
- CFA
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law1997
State registrations
Registered as an investment adviser representative in 1 state (ME).
Penobscot Financial Advisors
Legal name: Penobscot Wealth Management
$544.5MAssets managed
562Clients
8Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2853577
- Firm CRD
- 286211