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JB

Jessica A. Bryan

VIM WEALTH MANAGEMENT
CORAL GABLES, FL 33134
CRD#: 8049510
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JB
Jessica Ann BryanVIM WEALTH MANAGEMENT

Professional summary

Jessica Ann Bryan is a registered financial advisor currently at VIM WEALTH MANAGEMENT, LLC located in Coral Gables, Florida.

Jessica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Jessica has worked at 1 firm and has passed the Series 65 and SIE exams.

At a Glance

Always Fiduciary

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jessica Ann Bryan'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®
None

Experience

Current

February 12, 2026 - Present

VIM WEALTH MANAGEMENT, LLC

Office #1: 2332 Galiano St. 2nd Floor, Coral Gables, FL 33134
RIA
CRD#: 311641
CORAL GABLES, FL

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
Florida
(2/12/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/7/2026
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 12/31/2024
Securities Industry Essentials Examination

Current Firm

VW
VIM WEALTH MANAGEMENT, LLC
VIM | VIM WEALTH MANAGEMENT, LLC | VIM WEALTH MANAGEMENT | VIM WEALTH | VIM PRIVATE WEALTH MANAGEMENT | VIM PRIVATE WEALTH | VIM GLOBAL ADVISORS, LLC | VIM GLOBAL ADVISORS | VIM GLOBAL

CRD#: 311641 / SEC#:

California
Registered Investment Advisory firm - (9/30/2025 Approved)
Florida
Registered Investment Advisory firm - (2/9/2021 Approved)
New York
Registered Investment Advisory firm - (7/24/2024 Approved)
Texas
Registered Investment Advisory firm - (4/6/2021 Conditional Restricted)
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Contact information

Main Address
2332 Galiano St. 2nd Floor, Coral Gables, FL 33134
Mailing Address
Phone number
(305) 905-8950
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts278
AUM (Assets Under Management)$ 36,400,000

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

VIM WEALTH MANAGEMENT, LLC

CRD#: 311641Coral Gables, FL 33134

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