Bryan David Winter

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 02/2019 → 06/2022
  Edward Jones
  St Louis, MO
• 09/2013 → 02/2019
  Honor Capital, Llc
  4229 Sw Blvd., OK
• 07/2022 → Present
  Raymond James Financial Services, Inc
  Suffolk, VA
• 07/2022 → Present
  Raymond James Financial Services Advisors
  Suffolk, VA
• 07/2022 → Present
  Townebank
  Suffolk, VA
• 07/2022 → Present
  Towne Wealth Management
  Suffolk, VA

Previous Registrations

• 2019-04-24 → 2022-07-04
  Edward Jones
  Suffolk, VA
  St Louis, MO
  Suffolk, VA
  Suffolk, VA

Other Businesses

(1)Name of Business: Towne Wealth Management Address: 5806 Harbour View Blvd Ste 202, Suffolk, VA, 23435-3496, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 07/01/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: FID bank employee, FID investment center DBA (2)Name of Business: TowneBank Address: 5806 Harbour View Blvd Ste 202, Suffolk, VA, 23435-3496, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 07/01/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: RJFS FA working at FID Investment Center.

Exams

• S66 Uniform Combined State Law Examination
  2019-04-22

Other Names

• Bryan Winter