Jason
Bryant
Invista Advisors
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About this Advisor
Jason Bryant is a financial advisor based in Montgomery, Alabama, working with Invista Advisors. Jason has previously held positions at Merrill Lynch, Pierce, Fenner & Smith, Inc, Bank Of America, N.A, Lpl Financial LLC, Mcdonald Financial Services LLC (Fka: Mcdonald & Hagen Wealth Mgmt.), Invista Advisors, and Mcdonald Financial Services, LLC (Dba: Invista Advisors). Jason has passed the Series 66 regulatory exam and is registered to provide services in Alabama. Currently, Jason is part of Invista Advisors, which operates out of Montgomery, Alabama. The firm has 2 offices and 8 employees. The firm manages assets totaling $462.4 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Invista Advisors includes asset-based, hourly, and fixed fees.
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Invista Advisors Brokerage Details
$462,356,039
8
994
$465,147
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Jason Bryant Work History
Invista Advisors
Lpl Financial LLC
Mcdonald Financial Services, LLC (Dba: Invista Advisors)
Mcdonald Financial Services LLC(Fka:Mcdonald&Hagen Wealth Mgmt.)
Merrill Lynch, Pierce, Fenner & Smith, Inc
Bank Of America, N.A
Disclosures
Please visit the SEC profile of Jason Bryant to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Invista Advisors
Montgomery, AL
Auburn, AL
Auburn, AL
Montgomery, AL
Montgomery, AL
Montgomery, AL
Montgomery, AL
Montgomery, AL
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