Brian Jerome Rice

Employer firm

Rice Wealth Management Group, Inc. CRD 308210

$94.4M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/1999 → 07/2020
  Raymond James Financial Services, Inc.
  Tinton Falls, NJ
• 01/2009 → 06/2020
  Raymond James Financial Services Advisors, Inc
  Tinton Falls, NJ
• 09/1995 → 12/2020
  Twinlights Financial Group
  Tinton Falls, NJ
• 03/2017 → Present
  Jersey Devil Charters And Guide Service
  Fair Haven, NJ
• 03/2019 → Present
  Twinlights Trading Llc
  Tinton Falls, NJ
• 07/2020 → Present
  Rice Wealth Management Group, Inc.
  Fair Haven, NJ
• 09/1995 → Present
  Rice Wealth Management Group, Inc.
  Fair Haven, NJ
• 07/2020 → Present
  Rice Wealth Management Group, Inc.
  Fair Haven, NJ

Previous Registrations

• 2009-01-12 → 2020-07-10
  Raymond James Financial Services Advisors, Inc
  Tinton Falls, NJ
• 2007-07-10 → 2009-01-12
  Raymond James Financial Services, Inc.
  Fair Haven, NJ

Other Businesses

1) JERSEY DEVIL CHARTERS AND GUIDE SERVICE. NOT INVESTMENT RELATED. STARTED:03/2017. FAIR HAVEN, NJ. 30 HRS PER MONTH, 0 DURING TRADING HRS. PROPRIETOR/OWNER. FISHING CHARTER BUSINESS. 2) Name of Business : N/A Address: Tinton Falls, NJ Nature of the Business: Non-variable Insurance Position/Title: Non-variable Insurance Investment Related:Yes Start Date: 02/27/2018 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: I am the broker of record on health insurance written by Horizon blue cross blue shield. 3) Twinlights Trading LLC Address: Tinton Falls, NJ Nature of the Business: Rental Real Estate Position/Title: Investment Related: No Start Date: 03/05/2019 Hours per month devoted to this business: 1 Hours per month devoted to this business during trading hours: 1 Description of duties: We purchased a building which is occupied by a tenant until we move our practice in. 4) Rice Wealth Management Group, Inc. Address: Fair Haven, NJ Nature of the Business: Independent RIA Position/Title: Investment Adviser Investment Related: Yes Start Date: 03/06/2020 Hours per month devoted to this business: 10 Hours per month devoted to this business during trading hours: 5 Description of duties: I will be the owner and investment advisor. 5) RW Benefit Solutions, LLC; Address: 731 River Road Fair Haven New Jersey 07704 Nature of the Business: Producer; Position/Title: Primary Managing Member, Insurance Producer; Investment Related: No Start Date: 01/01/2024 Hours per month devoted to this business: 10 Hours per month devoted to this business during trading hours: 10 Description of duties: Assisting in obtaining health insurance.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-07-09
• S63 Uniform Securities Agent State Law Examination
  1992-11-18