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JB

Jb Bryan

J. B. BRYAN FINANCIAL GROUP
Richmond, VA
·CRD# 2377037·33 years experience

Professional Summary

Jb Bryan, who also goes by J.b. Bryan, Jennifer Gail Bryan Ms., Jennifer Gail Bryan, Jennifer Bryan Ms., Jennifer Bryan, Jennifer Bryan Butler, is a registered financial advisor currently at J. B. BRYAN FINANCIAL GROUP, INC. located in Richmond, Virginia. Jb is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Jb has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and...

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

J.b. Bryan, Jennifer Gail Bryan Ms., Jennifer Gail Bryan, Jennifer Bryan Ms., Jennifer Bryan, Jennifer Bryan Butler

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

33 years in the financial services industry

Current & Past Employments

J. B. BRYAN FINANCIAL GROUP, INC.·CRD# 120874
RIA
3900 Westerre Parkway Suite 300, Richmond, VA 23233
January 5, 2004 - Present
SUMMIT BROKERAGE SERVICES, INC.·CRD# 34643
BD
Glen Allen, VA
June 11, 2010 - February 9, 2015
OSAIC SERVICES, INC.·CRD# 133763
BD
Washington, DC
October 31, 2005 - June 11, 2010
J. B. BRYAN FINANCIAL GROUP, INC.·CRD# 120874
RIA
Richmond, VA
December 17, 2002 - December 31, 2003
SUNAMERICA SECURITIES, INC.·CRD# 20068
BD
Phoenix, AZ
September 1, 1999 - October 31, 2005
SECURITIES AMERICA, INC.·CRD# 10205
BD
Lavista, NE
March 31, 1995 - September 1, 1999
FIRST UNION CAPITAL MARKETS CORP.·CRD# 6124
BD
Charlotte, NC
September 8, 1993 - April 6, 1995

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Current Firm

JB
J. B. BRYAN FINANCIAL GROUP, INC.

J. B. BRYAN FINANCIAL GROUP, INC.

CRD#: 120874
District of Columbia
Registered Investment Advisory firm - District of Columbia (7/28/2015 Approved)
Maryland
Registered Investment Advisory firm - Maryland (2/3/2017 Approved)
New York
Registered Investment Advisory firm - New York (5/15/2017 Approved)
Virginia
Registered Investment Advisory firm - Virginia (1/2/2004 Approved)

Contact Information

Main Address

3900 Westerre Pkwy Suite 300, Richmond, VA 23233

Phone Number

(804) 780-1025

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

23

AUM (Assets Under Management)

$27,054,441

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

I SERVE AS AN INSURANCE AGENT FOR LIFE, HEALTH AND PROPERTY AND CASUALTY.

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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.
IAR
District of Columbia
(4/24/2025)
IAR
Maryland
(1/8/2025)
IAR
New York
(10/9/2021)
IAR
Virginia
(1/5/2004)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jan 2017About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Sep 1993About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Feb 2015About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 1993About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Jul 1995About the Series 24 exam

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CRS (Client Relationship Summary) - RIA

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

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