Jared Ryan Brogden

Employer firm

Provision Wealth Management, Inc CRD 287500

$97.6M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2006 → 03/2017
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 06/2007 → 03/2017
  Northwestern Mutual Investment Services, Llc
  Chapel Hill, NC
• 01/2016 → 03/2017
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 03/2017 → Present
  Provision Wealth Management, Inc.
  Raleigh, NC

Previous Registrations

• 2012-05-10 → 2016-09-14
  Northwestern Mutual Investment Services, Llc
  Durham, NC

Other Businesses

MAY EARN COMMISSIONS FROM INSURANCE COMPANIES NOT AFFILIATED WITH PROVISION WEALTH MANAGEMENT FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY, LONG-TERM CARE AND /OR DISABILITY INCOME INSURANCE PRODUCTS. ICWW GROUP LLC; NOT INVESTMENT-RELATED; APEX, NC; REAL ESTATE INVESTMENT AND RENTAL PROPERTIES; CO-OWNER/PARTNER; START DATE: 2/2024; APPROXIMATELY 3 HRS/MO, 0 DURING TRADING HRS; RENOVATIONS, ACCOUNTING & TAX PREPARATION.

Exams

• S66 Uniform Combined State Law Examination
  2012-05-09

Designations

• Certified Financial Planner
• Chartered Financial Consultant