John Patrick Bryant
Investment adviser representative at Osaic Wealth, Inc.
14 yearsExperience
11 statesRegistered in
$234.9BFirm assets
29 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 fee
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
14 years in the industry.
- Osaic Wealth, Inc.Oct 2024 to now
- American Portfolios Financial Services, Inc.Mar 2018 to Oct 2024
- Wells Fargo Clearing Services, LLCNov 2016 to Mar 2018
- Wells Fargo Advisors LLCMay 2012 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 11 states (CA, CT, FL, MA, NC, NY, PA, SC, TX, VA, VT).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 3202048
- Firm CRD
- 23131