Jeremy Bryant (CRD# 4697525) is an Investment Advisor Representative working at Redwood Private Wealth in China Grove, NC and has over 19 years of experience in the finance industry.
CRD# 2867492
Defender Capital
CRD# 5343110
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4205168
The Financial Legacy Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Redwood Private Wealth LLC | Phoenix, AZ | Jun 2022 - Current | < 1 |
| Redwood Tax Specialists | China Grove, NC | Mar 2022 - Current | 1 |
| Breese Financial Group LLC | China Grove, NC | Jun 2010 - Current | 12 |
| American Financial Education Alliance | Charlotte, NC | Jun 2011 - Nov 2022 | 11 |
| Prosperity Capital Advisors | Westlake, OH | Aug 2018 - Jun 2022 | 3 |
| Legacy First Financial | Charlotte, NC | Jan 2011 - Aug 2021 | 10 |
| Regal Investment Advisors LLC | Kentwood, MI | Jan 2015 - Aug 2018 | 3 |
| Bright Owl Investment Advisors | Ketnwood, MI | Jun 2014 - Dec 2014 | < 1 |
| Redhawk Wealth Advisors, Inc. | Minneapolis, MN | Dec 2011 - May 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2003 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2011 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NC
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Total Assets Under Management149MILLIONS
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Total Number of Accounts982ACCOUNTS
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Average Account Value$151,988
- A percentage of assets under your management
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