JB
JB
Jb Bryan
23 Years of Experience
Richmond, VA
1 DisclosureMay Earn CommissionSells Insurance
Jb Bryan is a registered investment advisor at J. B. Bryan Financial Group, INC., based in Richmond, VA, with 23 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 23 clients with $17M in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
23 clients
Average Client Portfolio
$740K average
Assets Under Management
$17.0M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.50% |
Fees may be negotiable on a client-to-client basis depending on the size, complexity, and nature of the portfolio managed.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
3900 Westerre Parkway, Suite 300, Richmond, VA, 23233
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
February 2015Other Business ActivitiesSells Insurance
Jb serves as an insurance agent for life, health, property, and casualty insurance.
Employment History
Current Registrations
J. B. Bryan Financial Group, INC.
January 2004 - Present · 22 yrs 4 mos
Previous Registrations
J. B. Bryan Financial Group, INC.
December 2002 - December 2003 · 1 yr
State Registrations4 states
DCMDNYVA
Advisor
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.