Morgan Stanley
43yrs
Top advisor by experience in Port Jefferson
14yrs
Bryan Finger
Financial advisor at Edward Jones
Based in Port Jefferson, New York, Bryan Finger is a fiduciary financial advisor with 14 years of industry experience. Bryan joined Edward Jones in 2025, after less than a year at Oppenheimer & Co. and a year at Fisher Investments. Edward Jones offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 65 advisors with offices in Port Jefferson, and one of 54 fiduciaries.
At a glance
Experience14 years (since 2012)
How that compares ?More experience than 63% of advisors at Edward Jones
Office640 Belle Terre Road Building B, Port Jefferson, NY 11777
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?1 state
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
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
- Dec 2025 – nowEdward JonesCurrent firm
- Aug 2025 – Dec 2025Oppenheimer & Co. Inc.Previously
- Oct 2024 – May 2025Fisher InvestmentsPreviously
- 2021 – 2024State Farm Investment Management Corp.Previously
- Jan 2020 – Nov 2020J.P. Morgan Securities LLCPreviously
- Oct 2019 – Jan 2020Santander Securities LLCPreviously
- 2013 – 2019Wells Fargo Clearing Services, LLCPreviously
Questions to ask Bryan
Tailored to Bryan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Bryan
How do I contact Bryan?
Call Edward Jones at (314) 515-2000 and ask for Bryan Finger. Bryan works from the Port Jefferson, NY office.
How long has Bryan been a financial advisor?
Bryan has been in the industry since 2012, about 14 years. More experience than 63% of advisors at Edward Jones.
What licenses does Bryan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Bryan a fiduciary?
Bryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Bryan paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Bryan 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.
Other advisors nearby
Wells Fargo Advisors
41yrs
Top 3% by experience in Port Jefferson
Wells Fargo Advisors
40yrs
Top 4% by experience in New York
Cetera Investment Advisers
40yrs
Top 4% by experience in New York
LPL Financial
39yrs
Top 5% by experience in New York
Cetera Investment Advisers
39yrs
Top 5% by experience in New York