Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.
With more than twelve years of financial services experience, Jesse Bradley understands that effective financial planning starts with strong relationships. As a CERTIFIED FINANCIAL PLANNER® professional and a Fiduciary Advisor at Trajan Wealth, he prioritizes trust, clarity, and long-term guidance, crafting strategies that support clients through every stage of life. Jesse spent twelve years at Fidelity Investments, gaining broad experience across several roles — beginning in customer service before moving into high-net-worth client support, where he deepened his understanding of personalized planning needs. He later served as a Fixed Income Specialist and a Managed Account Specialist, roles that strengthened his expertise in portfolio construction, market dynamics, and tailored investment strategies, and ultimately led him to managing his own book of clients and delivering financial guidance to families and individuals. Originally from Hattiesburg, Mississippi, Jesse moved to northwest Florida before attending Florida State University, where he earned his Bachelor of Science in Finance. He now lives in Jacksonville with his wife Brittany, their sons Jack and Harrison, and their dog Paisley. Outside of work, he enjoys spending time with his family and cheering on the Jacksonville Jaguars and the Florida State Seminoles.
CFP®
Certified Financial Fiduciary®
The Foundation for Fiduciary Education (FFE) is proud to be one of the fastest growing non-profit financial wellness programs in the country, and the only one who’s Instructors are exclusively Certified Financial Fiduciaries.
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