John Milner Bryan

Employer firm

Level Four Advisory Services CRD 134086

$6.54B regulatory AUM 98 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

• 05/2010 → Present
  Level Four Financial, Llc
  Dallas, TX
• 12/2021 → Present
  Level Four Advisory Services
  Dallas, TX

Previous Registrations

• 2009-01-02 → 2010-04-23
  Raymond James Financial Services Advisors, Inc
  Chicago, IL
• 2002-08-27 → 2009-01-02
  Raymond James Financial Services, Inc.
  Elm Grove, WI
  Chicago, IL
• 2002-06-28 → 2002-08-19
  Keybanc Capital Markets Inc.
  Chicago, IL

Other Businesses

1. RESIDENTIAL BUILDING RENTAL, 1208 HULL TERRACE, EVANSTON, IL 60201. INVESTMENT RELATED WITH CONTROL AND CUSTODY OF ENTITY FUNDS , OWNER OPERATOR SINCE 10/1/1990, DEVOTE APPROXIMATELY 8 HOURS A MONTH WITH 1 HOUR DURING TRADING. OWN, RENT OUT UNITS AND PERFORM OR SUB-OUT MAINTENANCE AND REPAIR, 2. EVANSTON ADULT HOCKEY ASSOCIATION, SPORTS CLUB STARTED 8/2023, DEVOTE 1 HOUR PER MONTH OUTSIDE OF TRADING HOURS, PRESIDENT & TEAM MANAGER, OVERSEE SIX TEAM HOCKEY LEAGE AND MANAGE ONE OF THE TEAMS, 2538 COWPER AVENUE, EVANSTON IL, 60201, NOT INVESTMENT RELATED AND NO CUSTODY OR CONTROL OVER ENTITY FUNDS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-05-02
• S63 Uniform Securities Agent State Law Examination
  1995-04-25

Other Names

• John Bryan