Advisor at Coastline Complete Wealth 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
Coastline Complete Wealth LLC
Location
Bluffton, SC 29910
Credentials
Series 66
Industry experience
3 years
Jordan Bryant is a financial advisor at Coastline Complete Wealth LLC with three years of industry experience. He holds a Series 66 designation and has worked at Commonwealth Financial Network, Wells Fargo Advisors, and Bank of America. Prior to his financial career, Bryant was involved in a family appliance service and parts business for nine years. Coastline Complete Wealth LLC is an SEC-registered investment adviser that offers discretionary investment management and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, and pooled or institutional vehicles. The firm focuses on model portfolios using exchange-traded funds and low-cost mutual funds, applying fundamental analysis with a long-term orientation while maintaining discretion to rebalance as needed.
Based on Coastline Complete Wealth LLC
$0+: 0.75% annually +: 1.25% annually
$250 to $500 per hour for stand-alone financial planning services
Account minimum: $250,000 Fee-only: 0.75% to 1.25% annually, negotiable based on factors including assets and service complexity
255 New Riverside Village W Way, Unit 202
Bluffton, SC 29910
Georgia · South Carolina · Texas
Coastline Complete Wealth LLC
2025 - Present (1 year)
Commonwealth Financial Network
2024 - 2025 (1 year)
Wells Fargo Advisors
2022 - 2024 (2 years)
Bank of America
2017 - 2022 (5 years)
Bryant Appliance Service & Parts
2008 - 2017 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
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.
Series 63, Series 65
Savannah, GA
Upland Capital Management, LLC
Series 65
Bluffton, SC
DWT Financial
Series 63, Series 65
Savannah, GA
Tidewater Wealth Advisors
ChFC®, Series 63, Series 65
Bluffton, SC
Provisor Asset Management LLC
Series 65
Bluffton, SC
Zimmer Capital Management LLC
Series 63, Series 65
Bluffton, SC
Strategic Investment Solutions, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")