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JB

John B. Brady

MBR FINANCIAL
Houston, TX 77027
Some features on this profile are disabled
CRD#: 7449693
JB

Professional summary

John Bissell Brady, who also goes by Jack Brady, John Bussell Brady, is a registered financial advisor currently at MBR FINANCIAL located in Houston, Texas.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. John has worked at 2 firms and has passed the Series 65, Series 63, Series 79TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jack Brady | John Bussell Brady

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Bissell Brady's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

December 5, 2025 - Present

MBR FINANCIAL

Office #1: 2000 West Loop South Suite 1510, Houston, TX 77027
RIA
CRD#: 168333
Houston, TX
Past

August 9, 2022 - July 2, 2024

GULFSTAR GROUP I, LTD.

BD
CRD#: 28922
HOUSTON, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MF
MBR FINANCIAL
MARGOLIS BRADY RAGHAVAN FINANCIAL, INC. | MBR FINANCIAL

CRD#: 168333 / SEC#: 801-78364

RIA
Registered Investment Advisory firm - (7/29/2013 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(12/5/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/13/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/19/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 8/9/2022
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/13/2022
Securities Industry Essentials Examination

Current Firm

MF
MBR FINANCIAL
MARGOLIS BRADY RAGHAVAN FINANCIAL, INC. | MBR FINANCIAL

CRD#: 168333 / SEC#: 801-78364

RIA
Registered Investment Advisory firm - (7/29/2013 Approved)
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Contact information

Main Address
2000 West Loop South Suite 1510, Houston, TX 77027
Mailing Address
Phone number
(832) 667-8787
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MBR 2A (3/21/2025)

Regulatory assets under management

Total Number of Accounts1,396
AUM (Assets Under Management)$ 868,165,834

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MBR FINANCIAL

CRD#: 168333Houston, TX 77027

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