Jennifer B. Harper
BRIDGE FINANCIAL PLANNING
CRUZ QUEBRADA DAFUNDO,
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CRD#: 4502181
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.
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 de-coupling professional advice from product sales, we can work together on what is most important to you without potential conflicts of interest or undue focus on one aspect of your financial plan over another.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Small Business Planning
Employee and Employer Plan Ben...
Investment Planning
Retirement Planning
Do you have an area of expertise or specialization?
Business Owners
High Net Worth Client Needs
Hourly
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Socially Responsible Investmen...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Jennifer Lynn Bryson | Jennifer Lynn Bryson-Harper
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jennifer Bryson Harper'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®
CFP®
Start date: 2006
Experience
Current
June 29, 2015 - Present
BRIDGE FINANCIAL PLANNING, LLC
RIA
CRD#: 174840
CRUZ QUEBRADA DAFUNDO,
Past
April 14, 2008 - August 12, 2013
TRUIST INVESTMENT SERVICES, INC.
RIA
CRD#: 17499
CHATTANOOGA, TN
Past
April 14, 2008 - August 12, 2013
TRUIST INVESTMENT SERVICES, INC.
BD
CRD#: 17499
CHATTANOOGA, TN
Past
August 31, 2006 - February 4, 2008
RAYMOND JAMES & ASSOCIATES, INC.
RIA
CRD#: 705
HIXSON, TN
Past
August 29, 2006 - February 4, 2008
RAYMOND JAMES & ASSOCIATES, INC.
BD
CRD#: 705
HIXSON, TN
Past
June 14, 2004 - November 16, 2005
CUNA BROKERAGE SERVICES, INC.
RIA
CRD#: 13941
HIXSON, TN
Past
January 2, 2004 - November 16, 2005
CUNA BROKERAGE SERVICES, INC.
BD
CRD#: 13941
WAVERLY, IA
Past
April 8, 2002 - August 28, 2003
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
WEEHAWKEN, NJ
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".
BRIDGE FINANCIAL PLANNING, LLC
BRIDGE FINANCIAL PLANNING, LLC
CRD#: 174840 / SEC#: 801-130662
RIA
Registered Investment Advisory firm - (7/10/2025 Approved)Florida
Registered Investment Advisory firm - (7/29/2025 Terminated)Georgia
Registered Investment Advisory firm - (8/7/2025 Terminated)Indiana
Registered Investment Advisory firm - (8/1/2025 Terminated)Tennessee
Registered Investment Advisory firm - (7/29/2025 Terminated)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
Indiana(10/27/2022)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
BRIDGE FINANCIAL PLANNING, LLC
BRIDGE FINANCIAL PLANNING, LLC
CRD#: 174840 / SEC#: 801-130662
RIA
Registered Investment Advisory firm - (7/10/2025 Approved)Florida
Registered Investment Advisory firm - (7/29/2025 Terminated)Georgia
Registered Investment Advisory firm - (8/7/2025 Terminated)Indiana
Registered Investment Advisory firm - (8/1/2025 Terminated)Tennessee
Registered Investment Advisory firm - (7/29/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Cruz Quebrada - Dafundo
Mailing Address
633 Chestnut Street Suite 600, Chattanooga, TN 37450
Phone number
(423) 933-2722
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 307 |
| AUM (Assets Under Management) | $ 93,269,789 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
