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JB

Jordan A. Bryant

COASTLINE COMPLETE WEALTH
BLUFFTON, SC 29910
Some features on this profile are disabled
CRD#: 7530027
JB

Professional summary

Jordan Andrew Bryant, who also goes by Jordan Bryant, is a registered financial advisor currently at COASTLINE COMPLETE WEALTH LLC located in Bluffton, South Carolina.

Jordan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jordan has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jordan Bryant

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 Jordan Andrew 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

December 1, 2025 - Present

COASTLINE COMPLETE WEALTH LLC

Office #1: 255 New Riverside Village W Way Unit 202, Bluffton, SC 29910
RIA
CRD#: 338227
BLUFFTON, SC
Past

December 16, 2024 - November 28, 2025

COMMONWEALTH FINANCIAL NETWORK

RIA
CRD#: 8032
Beaufort, SC
Past

June 23, 2022 - December 23, 2024

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
SAVANNAH, GA
Past

May 28, 2022 - December 23, 2024

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
SAVANNAH, GA

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
Georgia
(1/20/2026)
IAR
South Carolina
(12/1/2025)
IAR
Texas
(12/1/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/20/2022
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 5/27/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 4/29/2022
Securities Industry Essentials Examination

Current Firm

CC
COASTLINE COMPLETE WEALTH LLC
COASTLINE COMPLETE WEALTH LLC

CRD#: 338227 / SEC#: 801-134400

RIA
Registered Investment Advisory firm - (11/18/2025 120-Day Approval)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
3 Celadon Drive Suite A, Beaufort, SC 29907
Mailing Address
Phone number
(843) 379-1300
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (6 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

COASTLINE COMPLETE WEALTH LLC DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (8/21/2025)
0

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

COASTLINE COMPLETE WEALTH LLC

CRD#: 338227Bluffton, SC 29910

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