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1357 Asbury Ave, 08226, Ocean City, NJ 08226

(609) 814-2108
Dankoch@jbradleycapital.com
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Welcome from the Ocean City office!
For more than 19 years,
J. Bradley Capital has partnered with individuals, families, and business owners to deliver personalized
wealth management and financial planning built for real life.
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Guidance For Every Step or Phase

J Bradley is a financial services firm with a focus on developing client relationships and custom financial plans tailored to meet the needs of families and individuals while aligning with growth strategies and industry trends.  We pride ourselves on getting to know each client on a personal level and ensuring their plans meet their long-term goals and priorities.

A Solution for Every Goal

Paramount to us is to ensure our clients feel safe, and certain we are looking out for them at every turn.  We take our fiduciary responsibilities very seriously.

Individuals

Individuals

While planning for retirement, college savings, and other life events, we want to make sure your personal goals and happiness are not overlooked.

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Business Owners

Business Owners

We can be a resource for every aspect of the business cycle from inception through working capital, to succession planning.

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Professionals

Professionals

Together we can navigate your corporate compensation plan to ensure you are properly investing within your 401(k).  Resources for handling an over allocation in your own company stock are also available.

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Are You On Track?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

A Simple But Comprehensive Process

Access to the latest resources, technology, and investment platforms we are able to match clients with an efficient program to fit their own specific needs. In addition to handling investments we strive to make tasks from monthly obligations to expenditures for major life events managable.


Step 1: Inventory

We understand that some of us are so busy helping those around us personally or in business that we don't take a moment to focus on where we are financially.  We encourage taking a moment of introspection to assess whether the road we have been traveling leads to our own personal goals.


Step 2 - Plan

In every financial plan we keep the end in mind. Together, we will arrive at a process in which we can plan for contingencies and the different things that life has to throw at us.


Step 3 - Manage

At J Bradley we constantly monitor changing market conditions to ensure the plans we have in the place are on solid footing.  We understand that in the investing arena things that have always worked in the past can change quickly.

Providing Insight as&#160;<br/>a Tool for Success<br/>

Providing Insight as 
a Tool for Success

J Bradley Capital was formed to assist a relatively small number of clients in the most impactful way possible.  After establishing what is most important to you, we will work behind the scenes to put this into practice for you. Our core values are honesty, communication and transparency with our clients.

Let’s Get Started

Setting appointments or a phone call to evaluate your particular situation is always free of charge or obligation.

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