J. B. Bryan Financial Group, Inc.

Overview

J. B. Bryan Financial Group, Inc. is an independent, privately owned registered investment adviser operating as a corporation with an individual owner. The firm serves mainly individual and family clients and combines advisory services with insurance brokerage. Its advisory offering centers on financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. Compensation is mixed: percentage‑of‑AUM fees are available alongside hourly and fixed fees, and the firm also earns commissions consistent with its insurance brokerage activities. The adviser does not identify as an ESG investor, is not positioned as a capital allocator, and does not advertise multi‑state adviser status.

Assets & Accounts

Public Holdings

Investments & Alternatives