Jeffrey
Bryan

Touchstone Advisors Inc

CRD#2102160
Investment Advisor
in Coral Gables, FL

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About this Advisor

Jeffrey Bryan is a financial advisor based in Coral Gables, Florida, working with Touchstone Advisors Inc. Jeffrey has previously held positions at Ifs Financial Services and Touchstone Securities. Jeffrey has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Ohio. Currently, Jeffrey is part of Touchstone Advisors Inc, which operates out of Coral Gables, Florida. The firm has 84 employees and manages assets totaling $26.7 billion. The services offered by the firm include portfolio management for investment companies and the selection of other advisers. The fee structure at Touchstone Advisors Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for investment companies, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

Coral Gables, FL

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Touchstone Advisors Inc Brokerage Details

Total Assets Under Management

$26,738,929,617

FL Average: $2,106,341,625
Total Number of Employees

84

FL Average: 34
Total Number of Accounts

39

FL Average: 1,972
Average Account Size

$685,613,580

FL Average: $1,068,125

Investment Advisory Services

  • Portfolio management for investment companies
  • Selection of other advisers

Jeffrey Bryan Work History

2011 - Present (13 years)

Ifs Financial Services

2011 - Present (13 years)

Touchstone Securities

Disclosures

Please visit the SEC profile of Jeffrey Bryan 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 Touchstone Advisors Inc

Emily Barnes
Cincinnati, OH
Kristen Kirkwood
Cincinnati, OH
Daniel Downing
Cincinnati, OH
Anthony Resendes
Cincinnati, OH
Cody Owens
Cincinnati, OH
Samuel Mathews
Cincinnati, OH
Juan Uran Munoz
Cincinnati, OH
Jacob Willis
Cincinnati, OH

The content in this profile was updated by SmartAsset on 6/19/2024. 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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