ZB
CFP
ZB
CFP

Zachary Bryant

6 Years of Experience
Grand Junction, CO
Broker

Zachary Bryant is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Grand Junction, CO, with 6 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

760 Horizon Drive, Suite 402, Grand Junction, CO, 81506

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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

Zachary is the owner and sole employee of ZB Wealth, established in 2025, which is set up to receive his income from Raymond James. He dedicates a significant amount of time to this business, including more than full-time hours during trading hours.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
August 2024 - Present · 1 yr 11 mos
Raymond James Financial Services Advisors, INC
August 2024 - Present · 1 yr 11 mos
Previous Registrations
Wells Fargo Advisors
March 2022 - August 2024 · 2 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
March 2022 - August 2024 · 2 yrs 5 mos
LPL Financial LLCBroker
June 2020 - January 2022 · 1 yr 7 mos
LPL Financial LLC
June 2020 - January 2022 · 1 yr 7 mos
AXA Advisors, LLC
January 2018 - July 2018 · 6 mos
AXA Advisors, LLCBroker
July 2017 - July 2018 · 1 yr
State Registrations48 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPASCSDTXUTVAVTWAWIWY
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.