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Jeremy David Bryant

Investment adviser representative at Brookwood Investment Group
16 yearsExperience
1 stateRegistered in
$1.3BFirm assets
4 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

16 years in the industry.

  1. Brookwood Investment GroupApr 2025 to now
  2. Redwood Private Wealth LLCJun 2022 to now
  3. Redwood Tax SpecialistsMar 2022 to now
  4. Breese Financial Group LLCJun 2010 to now
  5. Prosperity Capital AdvisorsAug 2018 to Jun 2022
  6. Regal Investment Advisors LLCJan 2015 to Aug 2018
  7. American Financial Education AllianceJun 2011 to Nov 2022
  8. Legacy First FinancialJan 2011 to Aug 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law2003
  • Series 66 · Uniform Combined State Law2011

State registrations

Registered as an investment adviser representative in 1 state (NC).

Brookwood Investment Group

Legal name: Brookwood Investment Group LLC

$1.3BAssets managed
3,506Clients
68Advisers
4 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
4697525
Firm CRD
316544
Advisor's SEC record (opens in a new tab)
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