Jonathan Bryan, financial advisor Austin TX
90 score

Jonathan Bryan

CRD Number: 5908944
Current Firm: Edward Jones

Jonathan Bryan (CRD# 5908944) is an Investment Advisor Representative working at Edward Jones in Austin, TX and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Mar 2014 - Current 2
Air National Guard Andrews Afb, MD Aug 2011 - Current 5
Geico Fredericksburg, VA Oct 2012 - Mar 2014 1
State Farm Vp Management Corp. Springfield, VA Sep 2011 - Sep 2012 1
Dan Van Duong Insurance Agency Inc. Springfield, VA Feb 2010 - Sep 2012 2
Dominion Eagle Insurance Agency Fredericksburg, VA Jul 2009 - Feb 2010 < 1
Cracker Barrel Old Country Store Fredericksburg, VA Oct 2009 - Jan 2010 < 1
Geico Fredericksburg, VA Jan 2009 - Jul 2009 < 1
Darden Restaurants - Olive Garden Fredericksburg, VA Dec 2008 - May 2009 < 1
Rio 17 Carwash LLC Fredericksburg, VA Apr 2008 - Jan 2009 < 1
Lonestar Steakhouse Fredericksburg, VA Apr 2008 - Aug 2008 < 1
Welburn Mgmt - Mcdonald's Franchisee Fredericksburg, VA Oct 2007 - Apr 2008 < 1
Selectbuild Construction Fredericksburg, VA Jun 2007 - Sep 2007 < 1
Shenandoah Valley Academy New Market, VA Aug 2003 - Jun 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2011
S66 NASAA Uniform Combined State Law Examination May 2014
Contact Info for Jonathan M. Bryan
Phone Number: 314-515-2000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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