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Jeffrey Lynn Bryden

JB INVESTMENT MANAGEMENT, LLC·BROOKFIELD, Wisconsin
Clean recordJB INVESTMENT MANAGEMENT, LLC
13890 BISHOPS DRIVE, BROOKFIELD, WI 53005CRD# 1242129Firm CRD# 146995

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Lynn Bryden · BROOKFIELD, WI
Registration
CRD #1242129 · JB INVESTMENT MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeffrey Lynn Bryden is a registered financial advisor based in BROOKFIELD, Wisconsin, affiliated with JB INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
JB INVESTMENT MANAGEMENT, LLC
JB INVESTMENT MANAGEMENT, LLC
AUM
$613M
Regulatory assets under management
Employees
4
Total firm employees
Services
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1242129
Firm CRD# 146995
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Lynn Bryden offer?
Jeffrey Lynn Bryden specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BROOKFIELD, Wisconsin for a consultation.
What are Jeffrey Lynn Bryden's credentials?
Jeffrey Lynn Bryden is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Lynn Bryden located?
Jeffrey Lynn Bryden is based in BROOKFIELD, Wisconsin, working with JB INVESTMENT MANAGEMENT, LLC. Their office serves clients in the BROOKFIELD metropolitan area and surrounding communities.
How does Jeffrey Lynn Bryden charge for services?
Jeffrey Lynn Bryden's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JB INVESTMENT MANAGEMENT, LLC?
JB INVESTMENT MANAGEMENT, LLC has approximately 4 employees and manages $613M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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