Jason
Bryant
Invista Advisors
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About this Advisor
Jason Bryant is a financial advisor operating in Montgomery, Alabama with a total of 7 years of relevant experience. Bryant is an advisor for Invista Advisors. Throughout their career, they have worked 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). Bryant holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in Alabama. Invista Advisors is a financial advisory firm headquartered in Montgomery, AL. The company has offices in two locations and a total of eight advisors. It handles $396 million in total assets between its 752 accounts, making it one of the larger financial advisory firms in the United States by assets under management. The firm advises nine charities and foundations. Of its 752 accounts, 37% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The firm performs a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fees usually depend on which services the firm provides the client. Fees charged by Invista Advisors can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Invista Advisors Brokerage Details
$396,105,604
8
752
$526,736
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Jason Bryant Work History
Jason has been registered as a financial advisor for 7 years.*
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
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Auburn, AL
Montgomery, AL
Montgomery, AL
Montgomery, AL
Montgomery, AL
Montgomery, AL
Montgomery, AL
Montgomery, AL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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