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BS

Bryant J. Shurn

JOHNSON WEALTH
Milwaukee, WI 53202
Some features on this profile are disabled
CRD#: 4601168
BS

Professional summary

Bryant Jermain Shurn, who also goes by Bryant J Shurn, Bryant Jermain Shurn, is a registered financial advisor currently at JOHNSON WEALTH INC. located in Milwaukee, Wisconsin.

Bryant is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Bryant has worked at 12 firms and has passed the Series 66, Series 63, Series 31, SIE, Series 7, Series 9, Series 10 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Bryant J Shurn | Bryant Jermain Shurn

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryant Jermain Shurn'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

March 19, 2026 - Present

JOHNSON WEALTH INC.

Office #1: 555 East Wells Street Suite 1900, Milwaukee, WI 53202
RIA
CRD#: 125557
Milwaukee, WI
Past

September 5, 2024 - January 13, 2026

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
CINCINNATI, OH
Past

September 5, 2024 - January 13, 2026

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
CINCINNATI, OH
Past

December 2, 2019 - September 20, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
MILWAUKEE, WI
Past

November 27, 2019 - September 20, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
MILWAUKEE, WI
Past

July 25, 2018 - October 7, 2019

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
MILWAUKEE, WI
Past

July 24, 2018 - October 7, 2019

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
MILWAUKEE, WI
Past

March 20, 2014 - March 7, 2018

SCOTTRADE INVESTMENT MANAGEMENT

RIA
CRD#: 169988
SAINT LOUIS, MO
Past

November 4, 2013 - March 7, 2018

SCOTTRADE, INC.

BD
CRD#: 8206
ST LOUIS, MO
Past

February 4, 2010 - October 21, 2013

TD AMERITRADE, INC.

RIA
CRD#: 7870
CHICAGO, IL
Past

February 4, 2010 - October 21, 2013

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
CHICAGO, IL
Past

February 4, 2010 - October 21, 2013

TD AMERITRADE, INC.

BD
CRD#: 7870
CHICAGO, IL
Past

January 14, 2009 - January 5, 2010

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
MORRISTOWN, NJ
Past

June 26, 2006 - January 4, 2010

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
MORRISTOWN, NJ
Past

January 11, 2005 - May 9, 2006

TD AMERITRADE, INC.

BD
CRD#: 7870
JERSEY CITY, NJ
Past

January 3, 2003 - February 27, 2003

OPPENHEIMER & CO. INC.

BD
CRD#: 249
NEW YORK, NY
Past

October 31, 2002 - December 18, 2002

PHD CAPITAL

BD
CRD#: 38785
NEW YORK, NY

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".
JW
JOHNSON WEALTH INC.
CLEARY GULL ADVISORS INC. | MBO CLEARY ADVISORS INC. | JOHNSON WEALTH INC. | JOHNSON FINANCIAL GROUP INC.

CRD#: 125557 / SEC#: 801-61862

RIA
Registered Investment Advisory firm - (3/4/2003 Approved)

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
Wisconsin
(3/19/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/13/2009
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 12/12/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 31
Date: 12/18/2018
Futures Managed Funds Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/30/2002
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 9
Date: 9/28/2018
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 10
Date: 8/4/2018
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 24
Date: 1/21/2015
General Securities Principal Examination

Current Firm

JW
JOHNSON WEALTH INC.
CLEARY GULL ADVISORS INC. | MBO CLEARY ADVISORS INC. | JOHNSON WEALTH INC. | JOHNSON FINANCIAL GROUP INC.

CRD#: 125557 / SEC#: 801-61862

RIA
Registered Investment Advisory firm - (3/4/2003 Approved)
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Contact information

Main Address
555 East Wells Street Suite 1900, Milwaukee, WI 53202
Mailing Address
Phone number
(414) 291-4500
Established
Firm type
Fiscal year end
# of Employees
132

SEC notice filing (45 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

JWI BROCHURE 3-27-2025 (3/27/2025)

Regulatory assets under management

Total Number of Accounts6,888
AUM (Assets Under Management)$ 9,109,318,040

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
11/21/2025
Cover Page
Report
01/27/2025
Cover Page
Report
10/25/2023
Cover Page
Report
12/21/2022
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.

Company Information

JOHNSON WEALTH INC.

CRD#: 125557Milwaukee, WI 53202

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