Advisor at J. B. Bryan Financial Group, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
J. B. Bryan Financial Group, Inc.
Location
Richmond, VA 23233
Credentials
Series 63, Series 65
Industry experience
23 years
Jb Bryan is the sole advisor at J. B. Bryan Financial Group, Inc. in Richmond, VA, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has operated his independent firm since 1995 and is also a licensed insurance agent for life, health, property, and casualty insurance. J. B. Bryan Financial Group provides financial planning, consulting, portfolio management, securities, and insurance services to a diverse client base including individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm uses a documented investment policy approach combining fundamental and technical analysis, delivering advice primarily on a non-discretionary basis through written plans and periodic reviews. It also offers an AfroEconomics™ comprehensive planning membership featuring group education and individual meetings.
Based on J. B. Bryan Financial Group, Inc.
Based on J. B. Bryan Financial Group, Inc.
Financial planning fees may be negotiated as fixed fees depending on complexity; setup fee $200-$400 for membership
$0 - $250,000: 2.00% $250,001 - $500,000: 1.75% $500,001 - $750,000: 1.50% $750,000 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001+: 0.50%
Commissions received from insurance product sales; usual and customary commissions from insurance companies
Financial consulting fee of $250 per hour
Financial planning membership includes $30-$60 monthly subscription fee
Fee-only: Financial planning fees start at $250 up to $5,000 per plan; financial consulting fees $250 per hour; monthly subscription fees $30-$60 with $200-$400 setup fee
3900 Westerre Parkway, Suite 300
Richmond, VA 23233
District of Columbia · Maryland · New York · Virginia
#Ia J.B. Bryan Financial Group, Inc.
1995 - Present (31 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Genuine Wealth Solutions
Wealth is more than just how much you have saved, what you drive, or the square footage of your home. Genuine wealth is the freedom from uncertainty and the purposeful control of our most precious resource, time. I started Genuine Wealth Solutions to provide reliable guidance for driven individuals to reach financial independence and to do so in a way that is transparent and free from conflict of interest. So, whether you're near or in retirement or in the midst of your career, take control of your future with confidence so that you can enjoy today. You deserve this. Let's achieve your financial success together.
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