Brad Jurik

Brad works to provide holistic financial Strategies for his clients’ investment and retirement needs. Brad grew up in the South Hills of Pittsburgh and received his Bachelor of Arts degree in Business Administration and Economics from Washington & Jefferson College.

Prior to joining The Advisors Group of Pittsburgh, Brad spent time with a local RIA where he worked with Ultra High Net Worth individuals and the transition process to the next generation. He started in 2010 with Northwestern Mutual later moving to other parts of the financial industry. He has worked in Washington D.C. with PNC and Merrill Lynch as well as Charlotte N.C. where he joined Charles Schwab as a Financial consultant, creating financial plans and providing investment management. Brad has developed his knowledge of financial planning and the markets throughout his career working with clients of all asset levels. He has earned his AWMA® and CFP® certifications as well as the FINRA Series 7 & 66 and Life and Health licenses along the way. After a number of years in the Washington D.C. Metro Area and Charlotte N.C., he and his wife Ellen returned home to raise their children around family.  They have a son, Peter, and daughters Margaret and Caroline.   

Brad is passionate about cars, golf, tennis and spending quality time outdoors with his family and border collie. He is also an avid Steelers fan along with all other Pittsburgh sports.