Jeffrey Wayne Bryan

Current Employers

Touchstone Advisors Inc

303 Broadway Suite 1100, Cincinnati, OH 45202-4203 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2019-05-13

OH RA
APPROVED

Since 2019-05-13

Branch Locations

Coral Gables, FL • United States

303 Broadway Suite 1100, Cincinnati, OH 45202-4203 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Ifs Financial Services	Cincinnati	OH	11/2011	Present
Touchstone Securities	Cincinnati	OH	11/2011	Present

11/2011 → Present

Ifs Financial Services

Cincinnati, OH
11/2011 → Present

Touchstone Securities

Cincinnati, OH

Other Businesses

Provide business-to-business marketing and solicitation activities to downstream intermediaries regarding Separately Managed Accounts and Model Portfolio Delivery options of select advisers contracted with Touchstone Securities. Approximately two hours per business week during trading hours, compensated via an override as percentage of management fee.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-05-30
S63	Uniform Securities Agent State Law Examination	1991-01-31

S65 Uniform Investment Adviser Law Examination

2019-05-30
S63 Uniform Securities Agent State Law Examination

1991-01-31