About J. B. BRYAN FINANCIAL GROUP, INC.
J. B. Bryan Financial Group, Inc. is a financial advisory firm that offers a wide range of financial services to individuals and businesses. Founded in 1995, the firm is headquartered in Richmond, Virginia and is led by President J. B. Bryan, a seasoned financial expert with over 30 years of experience in the industry.
How does the advisor help clients – Key Takeaways:
- Provides comprehensive financial planning and wealth management services
- Offers a personalized approach to meet the unique financial needs of each client
- Utilizes a team-based approach with specialized advisors in various areas of finance
- Strives to educate and empower clients to make informed financial decisions
Facts and Insights
J. B. Bryan Financial Group, Inc. manages over $500 million in assets under management, making it a mid-sized firm in the financial advisory industry. As of 2020, the firm has a team of 12 advisors, including 3 Certified Financial Planners (CFPs), 2 Chartered Financial Analysts (CFAs), and 1 Certified Investment Management Analyst (CIMA).
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 12 | 25+ years |
Financial Services Offered
- Comprehensive Financial Planning
- Wealth Management
- Investment Management
- Estate Planning
- Tax Planning
- Retirement Planning
Client Types
- High Net Worth Individuals
- Ultra-High Net Worth Individuals
- Business Owners
- Corporate Executives
Fees & Compensation
J. B. Bryan Financial Group, Inc. primarily charges a percentage of assets under management as its fee. This percentage ranges from 0.50% to 1.00%, depending on the total amount of assets managed. The firm may also charge hourly fees for specific financial planning services and may receive commissions from third-party product providers.
Background
Founded in 1995, J. B. Bryan Financial Group, Inc. has been providing financial advice to clients for over 25 years. The firm has a team of experienced advisors, led by J. B. Bryan, who holds various certifications and accreditations in the financial industry. The firm emphasizes the importance of continuous education and training for its advisors in order to stay updated with industry trends and provide the best services to its clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, J. B. Bryan Financial Group, Inc. is required by law to disclose any potential conflicts of interest and any past disciplinary actions of its advisors. As of 2020, the firm has a clean record with no disclosures or disciplinary actions.