A complete list of active advisors currently associated with J. B. Bryan Financial Group, Inc.
Warmer can help you find a great advisor at J. B. Bryan Financial Group, Inc. or one who fits your needs even better.
The firm provides financial planning, financial consulting, portfolio management, securities advice, and insurance products to a range of clients including individuals, high‑net‑worth clients, trusts, estates, corporate pension and profit‑sharing plans, charitable organizations, and small businesses. It reports roughly $22.6 million in assets under management, handled on a non‑discretionary basis, and offers both one‑time consulting engagements and ongoing fee‑based planning relationships. Investment recommendations are documented in client‑specific Investment Policy Statements and draw on both fundamental analysis (for manager and mutual fund selection) and technical analysis to inform trading and portfolio monitoring. The firm does not accept discretionary trading authority and requires clients to use firm‑approved custodians/broker‑dealers for execution, with trade allocation and aggregation policies disclosed in its brochure. Distinctive features include a licensed insurance practice that generates commissions and is disclosed as a potential conflict of interest (insurance activities account for about 30% of the principal’s time), and a subscription‑style AfroEconomics™ planning membership that provides weekly group meetings and quarterly one‑on‑one reviews — an educational and workshop element not common among peers. Combined with its primarily non‑discretionary approach and directed brokerage requirement, these operational choices set the firm apart from many independent advisers that use discretionary mandates and aggregated trade execution.
To learn more about the advisors currently working at J. B. Bryan Financial Group, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Richmond, VA
| 23
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")