Advisor at VIM Wealth Management, LLC
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
VIM Wealth Management, LLC
Location
Coral Gables, FL 33134
Credentials
Series 65
Industry experience
< 1 year
Jessica Bryan is a financial advisor at VIM Wealth Management, LLC with a Series 65 designation and one year of industry experience. Her background includes roles in education and financial services, including positions at Cushman School, Primerica, and Future Empowered, LLC. She also operates Jess Bryan, Inc., an entrepreneurial venture she has managed for ten years. VIM Wealth Management provides investment advisory services to a diverse client base, including individuals, families, trusts, and charitable organizations. The firm uses a proprietary strategic asset-allocation methodology and combines multiple analytical approaches to tailor diversified portfolios aligned with clients’ objectives and risk tolerances.
Based on VIM Wealth Management, LLC
Based on VIM Wealth Management, LLC
up to 1.75% annually (negotiable)
up to $500 per hour (negotiated)
up to $1,500 per month (negotiated monthly rate)
2332 Galiano St., 2 Nd Floor
Coral Gables, FL 33134
Florida
VIM Wealth Management, LLC
2026 - Present (1 year)
Cushman School
2025 - Present (1 year)
Primerica
2023 - 2025 (2 years)
Hebrew Academy
2023 - 2024 (1 year)
Future Empowered, LLC
2022 - 2025 (3 years)
Stash 101 Digital Classroom Economy
2021 - 2022 (1 year)
Nautilus Middle School
2016 - 2021 (5 years)
Jess Bryan, Inc.
2016 - Present (10 years)
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Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Coral Gables, FL
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CFP®, ChFC®, Series 63, Series 65
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Series 65
Surfside, FL
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CFP®, CFA®, ChFC®, Series 63, Series 65, Series 66
Miami, FL
Mendoza Private Wealth
Series 65
Key Biscayne, FL
Private Lane Capital, LLC
Series 65
Miami, FL
BlueReef Capital
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