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Jeffrey F Bryant

Advisor at Guardian Life — Collegeville, PA

Updated today

Credentials

Series 63, Series 65

Experience

8 years

Location

Collegeville, PA

Guardian Life logo

Guardian Life

Enterprise

Total advisors

1,911

Across 509 offices

Clients per advisor

42 Low

Avg AUM per client

$230,599 Low

HNW client ratio

22% Typical

About

Jeffrey Bryant is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 designations and bringing eight years of industry experience. His prior career includes 16 years at S. Emerson Group, Inc. He serves as a secondary executor of a client’s will, an activity outside typical advisory duties. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services tailored to client needs.

Client services

Based on Guardian Life

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Guardian Life

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Based on Guardian Life

Founder/Business Owner Executive Financial Professional

Demographic focus

Based on Guardian Life

Approaching retirement Established Professionals Mid-Career Professionals

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Fee options

Fixed

Flat fees generally range from $500 to $25,000 per agreement; subscription-based financial planning maximum annual fee of $25,000; business consulting or education services up to $30,000.

Percentage

$0 - $499,999.99: 2.05% $500,000 - $999,999.99: 2.00% $1,000,000 - $1,999,999.99: 1.95% $2,000,000+: 1.90%

Commissions

Commissions are charged on transaction-based brokerage accounts; ticket charges include $10 per transaction in certain programs.

Project-based

Hourly fees generally range from $100/hour to $500/hour.

Subscriptions

Subscription-based financial planning and business consulting services charged annual fees paid monthly or quarterly, up to $25,000 to $30,000 per year.

Other

Account minimum: $5,000

Location

See office

Collegeville, PA

Collegeville PA

Advisors at this office

1

Most active in

California · Colorado · District of Columbia · Florida · Maryland · Minnesota · New Jersey · New Mexico · North Carolina · Ohio · Pennsylvania · South Carolina · Texas · West Virginia

Work history

8 years of industry experience

Park Avenue securities

2024 - Present • 2 years

Collegeville, PA

Guardian life Insurance Company

2024 - Present • 2 years

Collegeville, PA

Guardian life Insurance Company

2021 - Present • 5 years

Allentown, PA

Park Avenue securities

2021 - Present • 5 years

Allentown, PA

Guardian life Insurance Company

2019 - 2021 • 2 years

Blue Bell, PA

Park Avenue securities

2019 - 2021 • 2 years

Blue Bell, PA

Guardian life Insurance Company

2018 - 2019 • 1 year

Newtown, PA

Park Avenue securities

2018 - 2019 • 1 year

Newtown, PA

S. Emerson Group, Inc.

2002 - 2018 • 16 years

Wayne, PA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

John K

Series 65

Paoli, PA

Milvian Bridge Advisory

John Kroger is the founder of Milvian Bridge Advisory, an independent investment advisory firm based in Paoli, Pennsylvania. He holds a Series 65 and earned both a Bachelor of Science in Finance and an MBA with a concentration in Finance from Fairfield University. He is also a graduate of Malvern Preparatory School. His professional background includes experience with Daylesford Abbey, Stone Bay Holdings, and Hampton Inn. Milvian Bridge Advisory provides portfolio management, financial planning, and investment consulting to individuals, families, high-net-worth clients, retirement accounts, trusts, estates, and business owners. The firm operates as a fiduciary and fee-only adviser, emphasizing disciplined portfolio construction, diversification, thoughtful asset allocation, tax-aware decision-making, and advice tailored to each client’s goals, circumstances, and long-term objectives.

Wealth management General retirement planning College savings (529s, UTMA, etc.) Passive / index investing Active portfolio management Founder/Business Owner Established Professionals HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Retired
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Jason P

AIF®, Series 24, Series 7, Series 63, Series 66

Conshohocken, PA

STIFEL

Jason Pepe is a financial advisor with Stifel in Conshohocken, PA, holding a AIF designation and Series 7, 24, 55, 63 and 66 designations and 23 years of industry experience. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning Active portfolio management Retirement withdrawal strategies Charitable giving & philanthropy
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Beth D

CFP®, Series 63

Malvern, PA

Plumtree Financial Planning

Beth Dandrea is a Certified Financial Planner™ with 13 years of industry experience and has operated her own firm, Beth D'Andrea, Financial Planner, LLC, for 19 years. She is affiliated with Plumtree Financial Planning, an independent firm based in Malvern, PA. Plumtree Financial Planning offers comprehensive financial planning and portfolio management tailored to individuals and families. The firm emphasizes long-term, goal-based planning and provides ongoing and project-based advice without taking custody of client assets, operating primarily on a fee-only, non-discretionary basis.

General tax planning General estate planning guidance Cash flow / budgeting

Ben S

CFP®

Malvern, PA

Ketwich Capital LLC

Ben is the founder of Ketwich Capital LLC ("Ket-Cap") which serves the financial and investment needs of professionals and families. Ben is a CERTIFIED FINANCIAL PLANNER™ and a Certified Kingdom Advisor®. Prior to founding Ket-Cap in 2017, Ben spent a decade working on Wall Street at UBS and Neuberger Berman. As an equity analyst in 2008, he had a front-row seat to the housing bubble burst and the collapse of the global economy. This experience taught him the dangers of financial salesmanship (mortgages in this case) and the pitfall wealth can bring when there is no plan or purpose. Ben is passionate about helping others become secure, content, and generous in their wealth. Ben has facilitated financial courses including Financial Peace University, Charting Your Legacy, and the Journey of Generosity (Generous Giving). In his personal time, Ben can be found either outside with his wife and two young children or building something around the house. He is an avid reader of books related to money, history, and theology.

Charitable giving & philanthropy Wealth management Intergenerational Families Parents Married/Couples/Partners
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Albert D

ChFC®, Series 63, Series 65

Wayne, PA

Vantage Advisors, LLC

Albert Dalby is a financial advisor with Vantage Advisors, LLC in Wayne, PA, holding the ChFC® designation and Series 63 and 65 licenses. He has 33 years of industry experience, including 23 years at Vanguard before joining Vantage Advisors in 2019. Vantage Advisors provides financial planning and consulting services to individuals, high-net-worth clients, trusts, small business owners, employer-sponsored retirement plans, and nonprofit foundations. The firm utilizes fundamental analysis, modern portfolio theory, and quantitative techniques to develop long-term investment strategies and offers advising on an hourly basis without discretionary trading authority or performance-based fees.

General retirement planning Founder/Business Owner
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Eric T

Series 65

Wayne, PA

Acadia Investment Advisors LLC

Eric Tornoe is a financial advisor at Acadia Investment Advisors LLC with six years of industry experience. He holds a Series 65 designation and previously worked at Pfizer Inc. for 26 years before joining Acadia in 2019. His background also includes a brief tenure at Randstat Sourcing in 2019. Acadia Investment Advisors provides discretionary portfolio management to individual and high-net-worth clients, focusing on a small and concentrated client roster. The firm employs a blend of cyclical, fundamental, and quantitative analysis across equity-focused portfolios, using a variety of long-term, short-term, and options strategies.

Options & derivatives strategies Active portfolio management
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