Cary Street Partners
47yrs
Top advisor by experience at Cary Street Partners
33yrs
Jb Bryan
Financial advisor at J. B. Bryan Financial Group
Based in Richmond, Virginia, Jb Bryan is a fiduciary financial advisor with 33 years of industry experience. Jb has been with J. B. Bryan Financial Group since 2004. J. B. Bryan Financial Group offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1349 advisors with offices in Richmond, and one of 1251 fiduciaries.
At a glance
Experience33 years (since 1993)
How that compares ?Top 11% by experience nationwide
Office3900 Westerre Parkway Suite 300, Richmond, VA 23233
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$1.18 million
States licensed ?1 state
Services through J. B. Bryan Financial Group
Financial planningInvestment management for individuals and small businessesEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2004 – nowJ. B. Bryan Financial Group, Inc.Current firm
- Dec 2002 – Dec 2003J. B. Bryan Financial Group, Inc.Previously
Contact Jb
(804) 780-1025J. B. Bryan Financial Group main office 3900 Westerre Parkway Suite 300Richmond, VA 23233Office · Get directions Firm websitewww.jbbryan.com
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Questions to ask Jb
Tailored to Jb’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jb
How do I contact Jb?
Call J. B. Bryan Financial Group at (804) 780-1025 and ask for Jb Bryan. Jb works from the Richmond, VA office.
How long has Jb been a financial advisor?
Jb has been in the industry since 1993, about 33 years. Top 11% by experience nationwide.
What licenses does Jb hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jb a fiduciary?
Jb is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jb paid?
J. B. Bryan Financial Group reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Jb for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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