Jeffrey Bryan is a registered investment advisor at Touchstone Advisors INC, based in Coral Gables, FL, with 34 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 41 clients with $29B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Coral Gables, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey engages in business-to-business marketing and solicitation activities for Touchstone Securities, focusing on Separately Managed Accounts and Model Portfolio Delivery options. This takes a few hours per week and is compensated via an override as a percentage of the management fee.
Employment History
Current Registrations
Touchstone Advisors INC
Touchstone Securities, LLCBroker
Touchstone Securities, LLC
Previous Registrations
Oppenheimerfunds Distributor, INC.Broker
Prudential Investment Management Services LLCBroker
Prudential Securities IncorporatedBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations11 states
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