Jb Bryan

J. B. BRYAN FINANCIAL GROUP

Richmond, VA 23233

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CRD#: 2377037

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 Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

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.

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

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jb Bryan's 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®

None

Experience

Current

January 5, 2004 - Present

J. B. BRYAN FINANCIAL GROUP, INC.

Office #1: 3900 Westerre Parkway Suite 300, Richmond, VA 23233

RIA

CRD#: 120874

Richmond, VA

Past

June 11, 2010 - February 9, 2015

SUMMIT BROKERAGE SERVICES, INC.

CRD#: 34643

GLEN ALLEN, VA

Past

October 31, 2005 - June 11, 2010

OSAIC SERVICES, INC.

CRD#: 133763

WASHINGTON, DC

Past

December 17, 2002 - December 31, 2003

J. B. BRYAN FINANCIAL GROUP, INC.

RIA

CRD#: 120874

RICHMOND, VA

Past

September 1, 1999 - October 31, 2005

SUNAMERICA SECURITIES, INC.

CRD#: 20068

PHOENIX, AZ

Past

March 31, 1995 - September 1, 1999

SECURITIES AMERICA, INC.

CRD#: 10205

LAVISTA, NE

Past

September 8, 1993 - April 6, 1995

FIRST UNION CAPITAL MARKETS CORP.

CRD#: 6124

CHARLOTTE, NC

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

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

State Security Law Exam

IAR

Series 65

Date: 1/30/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/10/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 2/9/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/7/1993

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/3/1995

General Securities Principal Examination

Current Firm

J. B. BRYAN FINANCIAL GROUP, INC.

CRD#: 120874 / SEC#:

District of Columbia

Registered Investment Advisory firm - (7/28/2015 Approved)

Maryland

Registered Investment Advisory firm - (2/3/2017 Approved)

New York

Registered Investment Advisory firm - (5/15/2017 Approved)

Virginia

Registered Investment Advisory firm - (1/2/2004 Approved)

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Contact information

Main Address

3900 Westerre Pkwy Suite 300, Richmond, VA 23233

Mailing Address

Phone number

(804) 780-1025

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	23
AUM (Assets Under Management)	$ 17,008,590

Red Flags

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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Advisor Monitoring

Firm Stability Insights

Jb Bryan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

SUMMIT BROKERAGE SERVICES, INC.

OSAIC SERVICES, INC.

J. B. BRYAN FINANCIAL GROUP, INC.

SUNAMERICA SECURITIES, INC.

SECURITIES AMERICA, INC.

FIRST UNION CAPITAL MARKETS CORP.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/30/2017

Series 63

Date: 9/10/1993

SIE

Date: 2/9/2015

Series 7

Date: 9/7/1993

Series 24

Date: 7/3/1995

Current Firm

J. B. BRYAN FINANCIAL GROUP, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

J. B. BRYAN FINANCIAL GROUP, INC.

TRUST BUT VERIFY

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