James Nelson Bradshaw

Employer firm

Farther CRD 302050

$16.0B regulatory AUM 450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2008 → 12/2021
  Bbva Bank
  Jacksonville, FL
• 01/2022 → Present
  Farther Finance Advisors, Llc
  Jacksonville Beach, FL

Other Businesses

1. Bradshaw Development, LLC Not investment related to stocks or bonds Nature of Business: Farming and real estate development Title: manager (33 1/3% owner) My start date: January 1, 2018 Approx. hours per month: 10 Number of hour per month during trading hours: 2 Duties: Oversee financial aspects and contract negotiations 2. Kid and Family Medical Clinic, LLC Not investment related to stocks or bonds Nature of Business: Originally medical practice, now collecting medical receivables Title: manager (100% owner) My start date: April, 2019 Approx. hours per month: 5 Number of hour per month during trading hours: 1 Duties: Oversee financial aspects and contract negotiations 3. Diligent Investments, LLC Not investment related to publicly stocks or bonds Nature of Business: Reviews and makes investments in non-publicly traded companies. Title: manager (100% owner) Started: January 1, 2018 Approx. hours per month: 50 Number of hour per month during trading hours: 10 Duties: Review opportunity for investments in non-publicly traded companies. Oversee financial aspects and contract negotiations 4. Bradshaw Properties, Inc Investment related in that company does own stock that I trade Nature of Business: Real estate transactions Title: manager (100% owner) Started: January 1, 2018 Approx. hours per month: 2 Number of hour per month during trading hours: 1 Duties: Manage operations 5. Lifestyles Today, LLC Not investment related Nature of Business: Design and sale of women's apparel Title: manager (100% owner) Started: July 11, 2019 Approx. hours per month: 20 Number of hour per month during trading hours: 5 Duties: Oversee financial aspects and contract negotiations

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-08-04

Other Names

• Nelson Bradshaw