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MEMBER PROFILE

 

Jonathan Bryan

Edward Jones

 

Member profile details

Membership level
Austin Individual
First name
Jonathan
Second name/initial
M
Last name
Bryan
Title
Financial Advisor
Company
Edward Jones
LinkedIn profile URL
linkedin.com/in/jonathanbryan
XPX Chapter Email Lists
  • Austin News & Events
 

CONTACT INFORMATION

City
Austin
State
Texas
 

PROFILE INFORMATION

Call me when
You need help designing how you allocate your time and money as you navigate the transition out of your business
Why I/we support XPX
Business owners and leaders need a wide range of experts, and this group has access to expertise in numerous fields to support them
Profession
  • Wealth Manager
Functional Expertise
  • Cash flow enhancements
  • Cash management
  • Charitable giving
  • Diversity/Equity/Inclusion
  • Employee benefits
  • Entrepreneurship
  • Equity
  • ESG
  • Exit/Transition Planning
  • Family business
  • Fiduciary
  • Finance
  • Financial Modelling
  • Investments
  • Leadership Development
Client Industry(ies)
  • Business Services
  • Computer/Electronics
  • Education
  • Government
  • Health/Pharma/Biotech
  • Real Estate/Construction
  • Software/Internet
Professional Certification(s)
CEPA
In Business Since
2014
How to contact
512-494-4738
Business Focus
We offer experienced financial planning and wealth management for individuals, families, and businesses throughout the United States
Advisor Resource Relationships
  • EPI
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