Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Jay Bryan is a financial advisor who has been in the industry for over 35 years. Jeffrey is currently registered with Robert W. Baird & Co. Inc. and has a long history of working with a variety of clients, including individuals, corporations, and institutions. Jeffrey has experience providing financial advice in a number of areas, including portfolio management, financial planning, and investment advisory services. Jeffrey has a strong track record of success in helping his clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
See schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
IN
01/25/2019 - Present
Robert W. Baird & Co. Inc. (Indianapolis IN)
IN
06/01/2009 - 01/28/2019
MORGAN STANLEY (INDIANAPOLIS IN)
IN
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (INDIANAPOLIS IN)
NY
11/24/1989 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
10/24/1986 - 01/01/1990
BLINDER, ROBINSON & CO., INC.
BC
Issued 10/29/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/18/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1990
Series 3 - National Commodity Futures Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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