Jason Bryant, financial advisor Montgomery AL
93 score

Jason Bryant

CRD Number: 5608607
Current Firm: Mcdonald & Hagen Wealth Management

Jason Bryant (CRD# 5608607) is an Investment Advisor Representative working at Mcdonald & Hagen Wealth Management in Montgomery, AL and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Mcdonald & Hagen Wealth Management, LLC Montgomery, AL Jul 2016 - Current 1
Lpl Financial LLC Montgomery, AL Oct 2014 - Current 3
Bank Of America, N.a. Montgomery, AL Nov 2011 - Oct 2014 2
Merrill Lynch, Pierce, Fenner & Smith, Inc. Montgomery, AL Sep 2011 - Oct 2014 3
Morgan Keegan Montgomery, AL Oct 2008 - Sep 2011 2
Elon University Elon, NC Aug 2004 - Oct 2008 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2009
Contact Info for Jason J. Bryant
Phone Number: (334) 387-0094
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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

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