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Bryan Nicholas Burkhart

Investment adviser representative at Raymond James & Associates, Inc.
34 yearsExperience
2 statesRegistered in
$501BFirm assets
51 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeCommissions

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

34 years in the industry.

  1. Raymond James & Associates, Inc.Jun 2024 to now
  2. Raymond James & Associate Inc.Jun 2024 to now
  3. Edward D. Jones & Co., L.P.Aug 1993 to Jun 2024
  4. Better Business Forms Inc.Jun 1992 to Jun 2024

Exams passed

  • Series 63 · Uniform Securities Agent State Law1993
  • Series 66 · Uniform Combined State Law2007

State registrations

Registered as an investment adviser representative in 2 states (IN, TX).

Raymond James & Associates, Inc.

$501BAssets managed
531,617Clients
5,571Advisers
51 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2396024
Firm CRD
705
Advisor's SEC record (opens in a new tab)
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