JB
Jeremy D. Bryant
BROOKWOOD INVESTMENT GROUP
China Grove, NC
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CRD#: 4697525
JB
Professional summary
Jeremy David Bryant is a registered financial advisor currently at BROOKWOOD INVESTMENT GROUP located in China Grove, North Carolina.
Jeremy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Jeremy has worked at 9 firms and has passed the Series 66, Series 63, 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.
1). COMPANY: BREESE FINANCIAL GROUP, LLC INVESTMENT RELATED; YES ADDRESS: 210 DEAL ESTATE DRIVE, CHINA GROVE, NC 28023 NATURE OF BUSINESS: INSURANCE SALES / MARKETING POSITION: PRESIDENT / INSURANCE PRODUCER DATES: 06/2010 HOURS: 20-25 HRS/WEEK; HOURS DURING TRADING; 10 2). COMPANY: REDWOOD TAX SPECIALISTS INVESTMENT RELATED; YES ADDRESS: 210 DEAL ESTATE DRIVE, CHINA GROVE, NC 28023 NATURE OF BUSINESS: INSURANCE SALES DATES: 03/2022 POSITION: MANAGING DIRECTOR DUTIES: SALE OF LIFE, HEALTH & FIXED INSURANCE PRODUCTS HOURS PER WEEK: 5; HOURS DURING TRADING: 5 3). COMPANY; LEGAL SHIELD INVESTMENT RELATED: NO ADDRESS: 210 DEAL ESTATE DRIVE, CHINA GROVE, NC 28023 NATURE OF BUSINESS: AN ONLINE LEGAL SERVICE THAT PROVIDES AFFORDABLE LEGAL COVERAGE FOR SMALL BUSINESS AND INDIVIDUALS. POSITION: SALES REPRESENTATIVE START DATE: 08/2018 HOURS: 20 HRS/WEEK 4). COMPANY; EP DOCUMENTS INVESTMENT RELATED: NO ADDRESS: 210 DEAL ESTATE DRIVE, CHINA GROVE, NC 28023 NATURE OF BUSINESS: AN ONLINE SERVICE PROVIDES AFFORDABLE ESTATE PLANNING DOCUMENTS. POSITION: SALES REPRESENTATIVE START DATE: 12/2022 HOURS: 5 HRS/WEEK
CRS (Client Relationship Summary) - RIA
Click below to view Jeremy David Bryant'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®
NoneExperience
Current
April 7, 2025 - Present
BROOKWOOD INVESTMENT GROUP
RIA
CRD#: 316544
China Grove, NC
Past
June 16, 2022 - March 31, 2025
REDWOOD PRIVATE WEALTH
RIA
CRD#: 312942
CHINA GROVE, NC
Past
August 29, 2018 - June 16, 2022
PROSPERITY CAPITAL ADVISORS
RIA
CRD#: 156480
CHINA GROVE, NC
Past
January 2, 2015 - August 31, 2018
REGAL INVESTMENT ADVISORS LLC
RIA
CRD#: 125004
CHARLOTTE, NC
Past
August 6, 2014 - December 31, 2014
BRIGHT OWL INVESTMENT ADVISORS
RIA
CRD#: 168851
CHARLOTTE, NC
Past
December 19, 2011 - July 18, 2014
REDHAWK WEALTH ADVISORS, INC.
RIA
CRD#: 146616
CHARLOTTE, NC
Past
June 12, 2010 - February 11, 2011
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
CHARLOTTE, NC
Past
January 12, 2005 - May 28, 2010
UVEST FINANCIAL SERVICES GROUP, INC.
BD
CRD#: 13787
CHARLOTTE, NC
Past
October 6, 2003 - January 4, 2005
AFS BROKERAGE, INC.
BD
CRD#: 25924
AUSTIN, TX
Past
September 25, 2003 - September 29, 2003
AFS BROKERAGE, INC.
BD
CRD#: 25924
AUSTIN, TX
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".
BI
BROOKWOOD INVESTMENT GROUP
APO FINANCIAL | YATRA WEALTH DESIGN | THE ALCHEMISTS | T. MANN FINANCIAL | STRATEGIC ASSET PRESERVATION, INC. | REDWOOD PRIVATE WEALTH | NVISION | LAUREL WEALTH SOLUTIONS | INNOVATIVE PLANNING PARTNERS | DOVETAIL CAPITAL MANAGEMENT LLC | CK WEALTH MANAGEMENT GROUP | BURGESSER WEALTH MANAGEMENT | BROOKWOOD INVESTMENT GROUP LLC | BROOKWOOD INVESTMENT GROUP
CRD#: 316544 / SEC#: 801-122508
RIA
Registered Investment Advisory firm - (10/18/2021 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
North Carolina(4/7/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
BI
BROOKWOOD INVESTMENT GROUP
APO FINANCIAL | YATRA WEALTH DESIGN | THE ALCHEMISTS | T. MANN FINANCIAL | STRATEGIC ASSET PRESERVATION, INC. | REDWOOD PRIVATE WEALTH | NVISION | LAUREL WEALTH SOLUTIONS | INNOVATIVE PLANNING PARTNERS | DOVETAIL CAPITAL MANAGEMENT LLC | CK WEALTH MANAGEMENT GROUP | BURGESSER WEALTH MANAGEMENT | BROOKWOOD INVESTMENT GROUP LLC | BROOKWOOD INVESTMENT GROUP
CRD#: 316544 / SEC#: 801-122508
RIA
Registered Investment Advisory firm - (10/18/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3930 E. Ray Road Suite 155, Phoenix, AZ 85044
Mailing Address
Phone number
(480) 646-3504
Established
Firm type
Fiscal year end
# of Employees
24
SEC notice filing (32 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,200 |
| AUM (Assets Under Management) | $ 1,064,198,265 |
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.
