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Eric B

CFP®, Series 66

Ames, IA

Edward Jones

Eric Bryan is a Certified Financial Planner (CFP®) with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at CustomOne CFO and Controllers from 2010 to 2017 and Accu-Mold LLC in 2017. Outside of his advisory role, he is an investor and handles bookkeeping for Bryan Bros Homes, a real estate business based in Ankeny, IA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a network of more than 23,000 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Charitable giving & philanthropy Founder/Business Owner Religious/faith focused
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