Jason
Bryant

Mcdonald & Hagen Wealth Management

CRD#5608607
Investment Advisor
in Montgomery, AL

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About this Advisor

Jason Bryant is a financial advisor who works in Montgomery, Alabama, who has been in the financial industry for 12 years. Bryant is an employee of Mcdonald & Hagen Wealth Management. Bryant has gained experience at Morgan Keegan, Merrill Lynch, Pierce, Fenner & Smith, Inc, Bank Of America, N.A, Lpl Financial LLC and Mcdonald Financial Services LLC(Fka:Mcdonald&Hagen Wealth Mgmt.). Bryant holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in Alabama. Mcdonald & Hagen Wealth Management is a business that has its headquarters in Montgomery, Alabama. The firm has offices in two locations and a total of 12 people on staff. It oversees $342 million in assets among its 997 client accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. The firm serves four charitable organizations. Of its 997 accounts, just 13% are held by high-net-worth investors who have greater than $1 million in assets. Mcdonald & Hagen Wealth Management performs a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial management largely vary depending on the type of services offered. However, fees billed by Mcdonald & Hagen Wealth Management likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

350 Leavell Circle
Montgomery, AL 36117

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Mcdonald & Hagen Wealth Management Brokerage Details

Total Assets Under Management

$341,934,986

AL Average: $1,620,585,161
Total Number of Employees

12

AL Average: 52
Total Number of Accounts

997

AL Average: 1,560
Average Account Size

$342,964

AL Average: $1,038,837

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Jason Bryant Work History

Jason has 12 years of experience.

2016 - Present (5 years)

Mcdonald Financial Services LLC(Fka:Mcdonald&Hagen Wealth Mgmt.)

2014 - Present (7 years)

Lpl Financial LLC

2011 - 2014 (3 years)

Merrill Lynch, Pierce, Fenner & Smith, Inc

2011 - 2014 (3 years)

Bank Of America, N.A

2008 - 2011 (3 years)

Morgan Keegan

Disclosures

Jason Bryant has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mcdonald & Hagen Wealth Management

Michael Barranco
Montgomery, AL
Lisa Free
Montgomery, AL
Jason Bryant
Montgomery, AL
Michael Barranco
Montgomery, AL
Carl Mcdonald
Montgomery, AL
Mary Smith
Montgomery, AL
James Perry
Montgomery, AL
Daniel Sloan
Montgomery, AL

This content was compiled from the SEC and FINRA.

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