John Bissell Brady
Investment adviser representative at Mbr Financial
15 yearsExperience
1 stateRegistered in
$956.4MFirm assets
13 yearsFirm in business
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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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Mbr FinancialAug 2024 to now
- Gulfstar Group I, Ltd.Oct 2021 to Jun 2024
- Gulfstar Group Ii, Ltd.Sep 2021 to Jun 2024
- The Gulfstar Group, Inc.Sep 2021 to Jun 2024
- Deloitte & ToucheDec 2020 to Aug 2021
- UnemployedJun 2020 to Nov 2020
- IsotexSep 2019 to Nov 2019
- University of Texas -austinAug 2019 to May 2020
- UnemployedJun 2019 to Jul 2019
- Deloitte & ToucheJan 2019 to Mar 2019
- BbvaJun 2018 to Aug 2018
- Mbr FinancialJun 2017 to Aug 2017
- Texas Medical CenterJun 2017 to Aug 2017
- Millsaps CollegeAug 2015 to May 2019
- Full-time StudentAug 2011 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Mbr Financial
Legal name: Margolis Brady Raghavan Financial, Inc.
$956.4MAssets managed
480Clients
6Advisers
13 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
- 7449693
- Firm CRD
- 168333