Skip to Main Content
portrait of Bradley Berman
FINANCIAL ADVISOR

Bradley Berman

4010 Morena Blvd Suite 200, San Diego, CA 92117opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

About Bradley

A native of Cape Town, South Africa, I was fortunate to receive an offer to work in finance in 1995. I jumped at this opportunity to begin my American experience living and working in New York City, where I became actively involved in business development with international investors. Now, as an Edward Jones financial advisor, I work with clients in 15 states, including California, positioning their investment portfolios in preparation for retirement.

Before accepting the financial advisor role at Edward Jones, I served as vice president of a registered investment advisory (RIA) firm for 21 years. I have always focused...

Focus Areas

  • Retirement Income Strategies
  • Employee Stock Options
  • Divorce Finances
  • Domestic Partner Finances
  • Business Retirement Plans
  • Intergenerational Planning

Work History

  • Edward JonesJanuary 2022 to Current
  • Reilly Financial Advisors LLCJanuary 2001 to December 2021

Education

  • University of Cape TownLLB (Bachelor Of Laws)
  • University of Cape TownBachelors

Personal Interests

  • Pets
  • Skiing
  • Outdoor Enthusiast
  • Traveling
  • Vintage Cars

Team Members

  • Jean Pehrsson
    Branch Office Administrator

Send Me a Message

* Required field
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Phone

(858) 551-9811

Fax

(888) 836-9038

Office Address

4010 Morena Blvd Suite 200
San Diego, CA 92117opens in a new window

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More