Bryan Jarman
Professional summary
Bryan Jarman, who also goes by Bryan Damond Jarman, is a registered financial advisor currently at PRIVATE WEALTH ASSET MANAGEMENT located in Midland, Texas.
Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Bryan has worked at 6 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Bryan Jarman's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 31, 2022 - Present
PRIVATE WEALTH ASSET MANAGEMENT
Office #1: 901 B Tradewinds Blvd, Midland, TX 79706November 16, 2011 - December 4, 2013
HEPBURN CAPITAL MANAGEMENT, LLC
March 29, 2004 - May 4, 2005
WELLS FARGO INVESTMENTS, LLC
August 7, 2002 - March 3, 2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
August 7, 2002 - March 3, 2004
OSAIC FA, INC.
April 20, 1999 - January 16, 2002
MORGAN STANLEY DW INC.
Primary Firm SEC Registration
PRIVATE WEALTH ASSET MANAGEMENT
CRD#: 315819 / SEC#: 801-122065
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/31/2022)
Exams
Current Firm
PRIVATE WEALTH ASSET MANAGEMENT
CRD#: 315819 / SEC#: 801-122065
Contact information
SEC notice filing (15 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,947 |
| AUM (Assets Under Management) | $ 1,849,717,875 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 06/16/2025 | ||
| 12/06/2024 | ||
| 12/06/2024 | ||
| 01/27/2023 |
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.
