Mcdonald & Hagen Wealth Management
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
Years of Experience
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Mcdonald & Hagen Wealth Management Brokerage Details
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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.
Mcdonald Financial Services LLC(Fka:Mcdonald&Hagen Wealth Mgmt.)
Lpl Financial LLC
Merrill Lynch, Pierce, Fenner & Smith, Inc
Bank Of America, N.A
Jason Bryant has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Mcdonald & Hagen Wealth Management