Bradley W Larson
Certified Investment Management Analyst

Bradley W. Larson is a Certified Investment Management Analyst® with over 40 years of experience in financial planning, risk management, and investment strategy. He managed close to $400MM in AUM as a Senior Financial Advisor when working at US Bancorp Advisors (formerly Union Bank Investment Services), serving clients throughout the Greater Monterey Bay Area.

Prior to this role, Bradley was a Private Client Advisor at JP Morgan Securities, LLC, where he focused on managing and growing client relationships with an emphasis on risk-aware planning.

Earlier in his career, he held Director of Sales roles at Manifold Partners LLC and Cannell Capital, LLC, working with quantitative and long/short equity hedge fund strategies. He also held leadership positions at J&W Seligman & Co., John Hancock Funds, and Seligman Investments, all of which managed traditional equity and fixed income products, as well as sector-specific hedge funds.

Bradley is a graduate of Lewis & Clark College in Portland, Oregon. He has completed the Securities Industry Institute at The Wharton School and holds Series 7, 65, and 66 licenses, along with a California Health and Life Insurance License.