J. Frank Bragg, Jr.

Founder at Bragg Financial Advisors, Inc.

J. Frank Bragg, Jr.

J. Frank Bragg, Jr.

Founder at Bragg Financial Advisors, Inc.

Biography

John F. Bragg III

Vice President, Corporate Retirement Plans

John directs the corporate plans division at Bragg Financial. He assists employers in designing and implementing qualified retirement plans and facilitates the selection and monitoring of investment managers. Bragg Financial Advisors can offer 3(38) or 3(21) fiduciary services to plan sponsors by assisting them in carrying out the expectations set forth by ERISA. John also serves as the director of the Queens Road Funds communication and distribution efforts. Prior to joining Bragg Financial in 1990, John worked for two years with the Hinrichs Financial Group in Charlotte.

John earned his BA from Wake Forest University in 1988 and earned the Certified Financial Planner™ (CFP®) certification and Chartered Financial Consultant® (ChFC®) designations in 1996.

John is married to Catherine and they have four teenage children, with the oldest following a family tradition by attending Wake Forest University. They live on a small family farm near Davidson, North Carolina. John enjoys the outdoors and spent seven years as the Scoutmaster of Troop 58 in Davidson. He now serves as a Crew Advisor for Venture Crew 58, the high school, co-ed high adventure scouting program. The Scouting program has taken him on many trips including a 10-day backpacking trip to Philmont Scout Reservation in the Rockies, floating and camping along the Colorado River through Canyonlands National Park in Utah, sailing in the Abacos in the Bahamas, ice climbing in the Adirondacks in New York, snowshoeing and cross country skiing in Vermont, snowmobiling and ice fishing in Michigan's upper peninsula, as well as many other camping, backpacking and rafting trips in North Carolina. John has also taken his family on three cross country trips in their RV.

Community Service & Recognition

* Boy Scouts of America: John is an Eagle Scout, former Scoutmaster of Troop 58 in Davidson, and current Crew Advisor for Davidson Venture Crew 58
* Davidson College Presbyterian Church: John is an active Elder and currently serves on the Faith & Families committee. He is former chair of the Membership Committee, and former member of the Personnel Committee, the Planning Committee, the Associate Pastor Search Committee and the Campus Committee.
* Davidson Community Players: Former Chair of Finance Committee 2004-2007
* Wake Forest University: Former Member of Wake Forest Alumni Council
* MMAE's Inn Hospitality House of Charlotte: Former Board Member
* Right Moves for Youth: Served as a volunteer and ran the RMFY club at Selwyn Elementary School
* Kids Repay: Served as a tutor for at-risk children at the Johnston YMCA

John F. Bragg III is a Registered Principal with Queens Road Securities, LLC Member FINRA/SIPC.

Overview
Career Highlights

Bragg Financial Advisors, Inc.

RelSci Relationships

94

Primary Location

Charlotte, NC, United States

Number of Boards

3

Contact Data
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Relationships
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President at Bragg Financial Advisors, Inc.

Relationship likelihood: Strong

Chief Operations Officer at Bragg Financial Advisors, Inc.

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Portfolio Manager & Member of Investment Committee at Bragg Financial Advisors, Inc.

Relationship likelihood: Strong

Portfolio Manager at Bragg Financial Advisors, Inc.

Relationship likelihood: Strong

Editor In Charge at Mergent, Inc.

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Client Experience Officer at Bragg Financial Advisors, Inc.

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Vice President, Retirement, Estate & Charitable Planning at Bragg Financial Advisors, Inc.

Relationship likelihood: Strong

Chief Compliance Officer, Controller & Tax Specialist at Bragg Financial Advisors, Inc.

Relationship likelihood: Strong

Director of Planning & Client Advisor at Bragg Financial Advisors, Inc.

Relationship likelihood: Strong

Former Member/Secretary at Greater Charlotte Cultural Trust

Relationship likelihood: Strong

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J. Frank Bragg, Jr.
Founder at Bragg Financial Advisors, Inc.
Education
Graduate
Class of 1961

Wake Forest University is an institution of higher education dedicated to the pursuit of excellence in the liberal arts and in graduate and professional education. It operates Wake Forest College, a graduate school of arts and sciences, and four professional schools.

Career History
Founder
1964 - Current

Bragg Financial Advisors' investment approach emphasizes diversification, long-term holding periods and fundamental analysis. the firm seeks to achieve superior risk-adjusted returns through investments in portfolios comprised of stocks, bonds and mutual funds. Investment strategies and target portfolio allocations are developed by the financial investment policy committee. This committee, made up of analysts and portfolio managers, analyzes each security considered for inclusion in a portfolio. Portfolios are managed individually according each client's written investment policy statement. Assets within portfolios are allocated to meet each client's risk tolerance, tax circumstances and liquidity needs.

Professional
Prior
Boards & Committees
Member
Tenure Unconfirmed

The Greater Charlotte Cultural Trust is dedicated to growing and sustaining a vibrant cultural community by providing robust endowment stewardship that incorporates a high level of investment expertise, oversight and management to build and grow permanent funds for the area's arts, science, history and heritage organizations.

Board Member
Tenure Unconfirmed

Catawba Lands Conservancy operates as a land trust that conserves and manages land for public benefit. The firm by conserving land, it improves water and air quality, and protecting wildlife habitats, farmland and open natural spaces. The company was founded in 1991 and is headquartered in Charlotte, NC.

Non-Profit Donations & Grants

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$5,000 +
2002

Wake Forest University is an institution of higher education dedicated to the pursuit of excellence in the liberal arts and in graduate and professional education. It operates Wake Forest College, a graduate school of arts and sciences, and four professional schools.

$5,000 +
2001

Wake Forest University is an institution of higher education dedicated to the pursuit of excellence in the liberal arts and in graduate and professional education. It operates Wake Forest College, a graduate school of arts and sciences, and four professional schools.

Political Donations
$1,000
2012

Senator at Office of the Senator from North Carolina, Thom Tillis

$1,000
2006

Former Senator from the 39th District at North Carolina State Senate

$500
2004

Member (Attorney) at Robinson, Bradshaw & Hinson PA

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