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J. B. BRYAN FINANCIAL GROUP, INC.
CRD 120874
3900 WESTERRE PKWY, SUITE 300, RICHMOND, VA, 23233, United States
Phone
804-780-1025
Fax
804-780-3768
Registration
— (—)
Source
State registered
Total AUM
$22.6M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Corporation
Filing date
2026-04-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 23 | $22.6M |
All web addresses on file
Official SEC filing: View on IAPD