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Jake Bryant, Private Wealth Advisor serving the Atlanta, GA area - Ameriprise Advisors

Jake Bryant

APMA®, CRPC®

Private Wealth Advisor

PROCARIAN WEALTH ADVISORS
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Employee Stock Options
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Small Business
  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies

Interests

  • As a graduate of the UGA, I enjoy cheering on the Bulldogs football team as they take on SEC rivals as well as contributing to the future of my alma mater by donating to the UGA Athletic Department.
  • I also strive to be involved in my children's lives by helping coach my son's T-Ball team and treating one of my daughters to a Father-Daughter breakfast every Friday morning.

Awards & recognition

  • Barron’s Top 1,200 Financial Advisors, 2019-2020
  • Forbes Best-in-State Wealth Advisors, 2020-2021
  • Financial Times 400 Top Financial Advisers, 2017
  • Five Star Wealth Manager, 2013

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠
  • ChFC® Chartered Financial Consultant®
  • AIF® Accredited Investment Fiduciary

Education

  • University of Georgia- B.S. in Finance 1998

Previous experience

  • American Express Financial Advisors- District Manager, September 2000-May 2002
  • American Express Financial Advisors- Field Vice President, May 2002-July 2005

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Community participation

  • Donor Athletics Department University Of Georgia