Jennifer Bryson Harper
CFP®Professional Summary
Jennifer Bryson Harper, CFP®, who also goes by Jennifer Lynn Bryson, Jennifer Lynn Bryson-harper, is a registered financial advisor currently at BRIDGE FINANCIAL PLANNING, LLC. Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Jennifer has worked at 5 firms and has passed the Series 66 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Financial Planning
- Business Services
- Investment Management
- Retirement Planning
Specializations
Biography
I’ve thought a lot about the word ‘compromise’ lately. In some instances, it can be a very good, diplomatic and helpful way to solve tough issues that are rarely black and white. In other instances, it can mean that we’re settling. That’s what I’ve wanted to avoid as I’ve built this business for clients. There should be a no-compromise option for individuals and families to receive professional, unbiased support for all their financial goals. By...
Other Aliases
Jennifer Lynn Bryson, Jennifer Lynn Bryson-Harper
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Videos & Posts
This advisor has not added any videos or posts yet.
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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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Credentials
Years of Experience
24 years in the financial services industry
Current & Past Employments
Current
Past
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Current Firm
BRIDGE FINANCIAL PLANNING, LLC
Contact Information
Main Address
Cruz Quebrada - DafundoMailing Address
633 Chestnut Street Suite 600, Chattanooga, TN 37450Phone Number
(423) 933-2722# of Employees
2SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
319AUM (Assets Under Management)
$100,427,537Similar Advisors
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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.
The advisor shows no other business activity.
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Primary Firm SEC Registration
BRIDGE FINANCIAL PLANNING, LLC
State Registrations and Notice Filings
(10/27/2022)
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.
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CRS (Client Relationship Summary) - RIA
Click below to view Jennifer Bryson Harper's CRS (Customer Relationship Summary).
Services Offered by Jennifer
- Financial Planning
- Business Services
- Investment Management
- Retirement Planning
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