Jason Bryant has been a registered financial advisor for over 12 years. Holding a bachelor’s degree in Business-Finance from Elon University, he carries his Series 7, Series 66, and state insurance licenses. He is an Accredited Investment Fiduciary®.
Jason builds custom financial plans for business owners, corporate executives, and retirees. He helps families and businesses position their 401(k), stock option, ESOP, and pension plans.
Using cash flow analysis along with a client risk assessment, Jason oversees investment portfolios of stocks, bonds, and alternative investments. These portfolios are built to achieve client goals while focusing on risk mitigation and tax efficiency.
Jason is an active member in the community, serving as board chairman of Hospice of Montgomery, the state’s oldest not-for-profit hospice. He lives in Pike Road with his wife and two children.