J. B. Bryan Financial Group, Inc.

The firm provides financial planning, financial consulting, portfolio management, securities advice, and insurance products to a range of clients including individuals, high‑net‑worth clients, trusts, estates, corporate pension and profit‑sharing plans, charitable organizations, and small businesses. It reports roughly $22.6 million in assets under management, handled on a non‑discretionary basis, and offers both one‑time consulting engagements and ongoing fee‑based planning relationships.

Investment recommendations are documented in client‑specific Investment Policy Statements and draw on both fundamental analysis (for manager and mutual fund selection) and technical analysis to inform trading and portfolio monitoring. The firm does not accept discretionary trading authority and requires clients to use firm‑approved custodians/broker‑dealers for execution, with trade allocation and aggregation policies disclosed in its brochure.

Distinctive features include a licensed insurance practice that generates commissions and is disclosed as a potential conflict of interest (insurance activities account for about 30% of the principal’s time), and a subscription‑style AfroEconomics™ planning membership that provides weekly group meetings and quarterly one‑on‑one reviews — an educational and workshop element not common among peers. Combined with its primarily non‑discretionary approach and directed brokerage requirement, these operational choices set the firm apart from many independent advisers that use discretionary mandates and aggregated trade execution.