Jonathan M. Bryant

OSAIC WEALTH

WAYZATA, MN 55391

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CRD#: 4484343

Professional summary

Jonathan Michael Bryant is a registered financial advisor currently at OSAIC WEALTH, INC. located in Wayzata, Minnesota.

Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Jonathan has worked at 6 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

***JONATHAN BRYANT POSITION: Sell Insurance NATURE: Selling of Life Insurance, Disability Insurance, Equity-Indexed Annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 4/2002 ADDRESS: 1905 East Wayzata Blvd. Suite 250, Wayzata MN 55391 ***TRIPLETHREAT TRAINING, INC POSITION: Owner/President NATURE: Basketball Skills Training INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/10/2004 ADDRESS: 1905 East Wayzata Blvd. Suite 250, Wayzata MN 55391 DESCRIPTION: Teach kids basketball skills. ***SECURITIES AMERICA POSITION: Investment Advisor Representative NATURE: Securities America Advisors - Position: IAR - Nature: Investment Advisory Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 09/01/2016 ADDRESS: 1905 East Wayzata Blvd, Suite 250, Wayzata MN 55391 DESCRIPTION: I am an investment advisor representative and work with Securities America Advisors. ***HEAD VARSITY BOYS BASKETBALL COACH AT EDINA HIGH SCHOOL POSITION: Head Boys Basketball Coach NATURE: Coaching High School Basketball INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 0 START DATE: 07/27/2022 ADDRESS: 6754 Valley View Road, Edina MN 55439 DESCRIPTION: I will be the varsity boys basketball head coach. My activities will be attending practices and games as the head coach.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Michael Bryant's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Jonathan Michael Bryant'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®

None

Experience

Current

June 14, 2024 - Present

OSAIC WEALTH, INC.

Office #1: 1905 Wayzata Blvd Ste 250, Wayzata, MN 55391

RIA

CRD#: 23131

WAYZATA, MN

Current

June 14, 2024 - Present

OSAIC WEALTH, INC.

Office #1: 1905 Wayzata Blvd Ste 250, Wayzata, MN 55391

RIA

CRD#: 23131

WAYZATA, MN

Past

September 23, 2016 - June 14, 2024

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

WAYZATA, MN

Past

September 23, 2016 - June 14, 2024

SECURITIES AMERICA, INC.

CRD#: 10205

WAYZATA, MN

Past

April 19, 2006 - September 23, 2016

WALL STREET FINANCIAL GROUP, INC.

RIA

CRD#: 35830

Wayzata, MN

Past

June 10, 2004 - December 31, 2004

WALL STREET FINANCIAL GROUP, INC.

RIA

CRD#: 35830

Wayzata, MN

Past

March 22, 2002 - September 23, 2016

WALL STREET FINANCIAL GROUP, INC.

CRD#: 35830

Wayzata, MN

Past

January 10, 2002 - March 20, 2002

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

ST. PAUL, MN

Past

January 10, 2002 - March 20, 2002

CRI SECURITIES, LLC

CRD#: 22589

ST. PAUL, MN

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".

OSAIC WEALTH, INC.

CRD#: 23131 / SEC#: 801-54859, 8-40218

RIA

Registered Investment Advisory firm - SEC (9/10/1997 Approved)

Broker-Dealer Firm Regulated by FINRA (Denver district office)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(6/14/2024)

California
(6/14/2024)

Colorado
(6/14/2024)

Florida
(6/14/2024)

IAR

Florida
(6/14/2024)

Hawaii
(6/14/2024)

Idaho
(6/14/2024)

Illinois
(9/9/2025)

Louisiana
(6/14/2024)

Minnesota
(6/14/2024)

IAR

Minnesota
(6/14/2024)

Nevada
(3/24/2025)

South Carolina
(6/14/2024)

South Dakota
(6/14/2024)

Texas
(6/14/2024)

IAR

Texas
(6/14/2024)

Virginia
(6/14/2024)

Wisconsin
(6/14/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/29/2002

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/21/2002

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/9/2002

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

OSAIC WEALTH, INC.

CRD#: 23131 / SEC#: 801-54859, 8-40218

RIA

Registered Investment Advisory firm - SEC (9/10/1997 Approved)

Broker-Dealer Firm Regulated by FINRA (Denver district office)

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Contact information

Main Address

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255

Mailing Address

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255

Phone number

(800) 821-5100

Established

Delaware since 08/05/1988

Firm type

Corporation

Fiscal year end

December

Firm Size

Large

# of Employees

8,717

SEC notice filing (53 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

OSAIC WEALTH, INC ADV PART 2A (10/20/2025)

SIGNATOR MANAGED ACCOUNT PLATFORM (3/31/2025)

Direct owners and executive officers

Name	Position	CRD#
OSAIC, INC.	SHAREHOLDER
CORNICK, GREGORY ALLEN	CEO, PRESIDENT, DIRECTOR	3132991
FORD, ERINN JUNE	DIRECTOR	2176816
MIHAL, SHAWN MICHAEL	SVP, CHIEF COMPLIANCE OFFICER	3262384
MITCHELL, CHRISTOPHER MILLS	CORPORATE TREASURER, FINANCIAL PRINCIPAL	2420144
PRICE, JAMES DALE	CHAIRMAN	1243224
SCHLUETER, MATTHEW ADAM	EVP, OPERATIONS AND TECHNOLOGY SOLUTIONS, DIRECTOR	2627931

Regulatory assets under management

Total Number of Accounts	797,559
AUM (Assets Under Management)	$ 200,266,275,275

Disclosures

Regulatory Event	50
Arbitration	31
Bond	7

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/14/2025	Cover Page	Report
12/18/2024	Cover Page	Report
01/26/2024	Cover Page	Report

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

Jonathan M. Bryant

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Michael Bryant's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Jonathan Michael Bryant's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

WALL STREET FINANCIAL GROUP, INC.

WALL STREET FINANCIAL GROUP, INC.

WALL STREET FINANCIAL GROUP, INC.

SECURIAN FINANCIAL SERVICES, INC.

CRI SECURITIES, LLC

Primary Firm SEC Registration

OSAIC WEALTH, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 3/29/2002

SIE

Date: 10/1/2018

Series 7

Date: 3/21/2002

Series 6

Date: 1/9/2002

FINRA

Current Firm

OSAIC WEALTH, INC.

Contact information

SEC notice filing (53 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Accountant surprise examination report

Red Flags

Company Information

OSAIC WEALTH, INC.

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