JB
JB

Jeffrey Bryan

35 Years of Experience
Nashville, TN
Broker

Jeffrey Bryan is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Nashville, TN, with 35 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25581 advisors
Number of Clients
1,738,212 clients
Average Client Portfolio
$869K average
Assets Under Management
$1511.1B

Fee Structure

Investment management only (planning not offered)

The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.

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Location

222 2nd Ave S, Nashville, TN, 37201

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Previous Registrations
Blackrock Investments, LLCBroker
February 2007 - January 2017 · 9 yrs 11 mos
Blackrock Investment Management, LLC
February 2007 - January 2017 · 9 yrs 11 mos
Banc of America Investment Services, INC.
January 2003 - August 2006 · 3 yrs 7 mos
Banc of America Investment Services, INC.Broker
May 2002 - August 2006 · 4 yrs 3 mos
Edward JonesBroker
February 1998 - March 2002 · 4 yrs 1 mo
Mercantile Investment Services, INC.Broker
June 1992 - January 1996 · 3 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1985 - February 1991 · 5 yrs 2 mos
State Registrations22 states
ALCACODEFLINKSKYLAMIMOMSMTNCNVNYORSCTNTXVAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.