J. B. BRYAN FINANCIAL GROUP, INC.

Overview

J. B. Bryan Financial Group, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm concentrates on serving individual and family clients and also provides portfolio management for small businesses. Its advisory services include financial planning, investment management, and educational seminars and workshops. The firm also operates as an insurance broker, which aligns with its use of annuity products. Fee arrangements are hybrid: percentage-of-AUM, hourly fees, fixed fees and transactional commissions are all part of the mix. The adviser does not identify as an active ESG investor and is not registered as a multi-state or pension consultant.

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Public Holdings

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Location & Offices