Janet E. Bryan

SUSTAINABLE ADVISORS ALLIANCE LLC

Phoenix, AZ

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CRD#: 2048448

Professional summary

Janet Ellen Bryan, AIF®, CFP®, who also goes by Jan Bryan, Janet Ellen Carty, is a registered financial advisor currently at SUSTAINABLE ADVISORS ALLIANCE LLC located in Phoenix, Arizona.

Janet is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Janet has worked at 6 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jan Bryan | Janet Ellen Carty

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Janet Ellen Bryan's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 1993

Experience

Current

November 10, 2021 - Present

SUSTAINABLE ADVISORS ALLIANCE LLC

RIA

CRD#: 312061

Phoenix, AZ

Past

July 2, 2001 - December 31, 2003

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

FAIRFIELD, IA

Past

August 11, 1999 - April 9, 2021

FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

RIA

CRD#: 109036

Grandville, MI

Past

October 2, 1996 - June 29, 2001

WALNUT STREET SECURITIES, INC.

CRD#: 15840

EL SEGUNDO, CA

Past

February 24, 1995 - October 1, 1996

SUNAMERICA SECURITIES, INC.

CRD#: 20068

PHOENIX, AZ

Past

May 29, 1990 - March 2, 1995

THE ADVISORS GROUP, INC.

CRD#: 14035

BETHESDA, MD

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SUSTAINABLE ADVISORS ALLIANCE LLC

CRD#: 312061 / SEC#: 801-120088

RIA

Registered Investment Advisory firm - (1/4/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(11/10/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/11/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/23/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/25/1990

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/23/1999

General Securities Principal Examination

Current Firm

SUSTAINABLE ADVISORS ALLIANCE LLC

CRD#: 312061 / SEC#: 801-120088

RIA

Registered Investment Advisory firm - (1/4/2021 Approved)

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Contact information

Main Address

12 N Cheyenne Ave Suite 221, Tulsa, OK 74103

Mailing Address

Phone number

(918) 408-7981

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SAA ADV PART 2A (3/25/2025)

Regulatory assets under management

Total Number of Accounts	1,064
AUM (Assets Under Management)	$ 206,973,202

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Janet E. Bryan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Janet Ellen Bryan's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMBRIDGE INVESTMENT RESEARCH, INC.

FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

WALNUT STREET SECURITIES, INC.

SUNAMERICA SECURITIES, INC.

THE ADVISORS GROUP, INC.

Primary Firm SEC Registration

SUSTAINABLE ADVISORS ALLIANCE LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/11/1997

Series 63

Date: 4/23/1990

Series 7

Date: 5/25/1990

Series 24

Date: 6/23/1999

Current Firm

SUSTAINABLE ADVISORS ALLIANCE LLC

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SUSTAINABLE ADVISORS ALLIANCE LLC

TRUST BUT VERIFY

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