JB
JB

John Henry Bryant

10 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
1,481 clients
Average Client Portfolio
$3.6M average
Assets Under Management
$5.4B

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

6210 Ardrey Kell Road, Ste 300, Charlotte, NC, 28277

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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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Other Business Activities

John works as a Portfolio Strategist for Horizon Investments, spending about a quarter of his time consulting clients on investment management. He also serves as an assistant wrestling coach at Charlotte Latin School, dedicating about 10-20% of his time.

Employment History
Current Registrations
Horizon Investments LLC
July 2019 - Present · 6 yrs 7 mos
Quasar Distributors, LLCBroker
July 2019 - Present · 6 yrs 7 mos
Previous Registrations
Advice and Planning Services
August 2015 - May 2019 · 3 yrs 9 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
August 2015 - May 2019 · 3 yrs 9 mos
State Registrations1 state
NC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.