Unclaimed Profile

Jeffrey Lynn Bryden

JB INVESTMENT MANAGEMENT, LLC·BROOKFIELD, Wisconsin

Series 3, Series 7, Series 63, Series 65Clean record24 years registeredJB 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 · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: JB INVESTMENT MANAGEMENT, LLC

CURI CAPITAL, LLC

Oct 2018 – Jan 2026

Brookfield, WI

JB INVESTMENT MANAGEMENT, LLC

May 2008 – Nov 2018

BROOKFIELD, WI

CAMPBELL NEWMAN ASSET MANAGEMENT INC

Oct 2001 – May 2008

MEQUON, WI

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 63

Series 65

Registration record

First registered · October 23, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JB INVESTMENT MANAGEMENT, LLC

CRD 146995 · SEC 801-69085

AUM

$613M

Regulatory assets under management

Employees

122 client accounts

Services offered by JB INVESTMENT MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at JB INVESTMENT MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Jeffrey Lynn Bryden offer?

Jeffrey Lynn Bryden specializes in Investment Management, Wealth Management, Fee-Only Advisory.

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, last registered with JB INVESTMENT MANAGEMENT, LLC.

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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