Jonathan Bryan, Financial Advisor located in Austin, TX

Financial Advisor
Jonathan M Bryan

CEPA®
1501 S Mopac Expy #310, Austin, TX 78746opens in a new window
New Client Waitlist
Serving clients with $750,000
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Military Professionals & Veterans
  • Estate & Legacy Strategies
  • LGBTQ+ Finances
  • Accountants
  • Business Retirement Plans

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Outdoor Enthusiast
  • Traveling
  • Golfing
  • Volunteering

Team Members

  • Delaney Harbuck
    Registered Branch Associate
  • Kari Cullip
    Sr. Branch Office Administrator
  • Melliza Fuentes
    Sr. Branch Office Administrator
    FPQP®
  • Felicia Schwartz
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:30PM
Sat Closed
Sun Closed

Phone

(512) 494-4738

Fax

(888) 297-3514

Office Address

1501 S Mopac Expy #310
Austin, TX 78746opens in a new window

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