Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Bryant is an investment advisor representative with Osaic Wealth, Inc. Jonathan is a licensed advisor, with over 20 years in the financial industry. Jonathan is a highly experienced and knowledgeable advisor who helps clients in Minnesota, Florida and Texas with their investment needs. Jonathan is licensed to advise in over 16 states. Jonathan is also a licensed insurance agent.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MN
06/14/2024 - Present
Osaic Wealth, Inc. (WAYZATA MN)
MN
09/23/2016 - 06/14/2024
SECURITIES AMERICA, INC. (WAYZATA MN)
MN
03/22/2002 - 09/23/2016
WALL STREET FINANCIAL GROUP, INC. (Wayzata MN)
MN
01/10/2002 - 03/20/2002
C.R.I. SECURITIES, INC. (ST. PAUL MN)
MN
01/10/2002 - 03/20/2002
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
BOTH
Issued 03/29/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2002
Series 7 - General Securities Representative Examination
BC
Issued 01/09/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jonathan Bryant is the right advisor for you? Invested Better is here to help.
