Robert Reed Bryant

Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• HOURLY & FIXED RATE CONSULTING

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

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

Current Employers

Employment History

• 10/2009 → Present
  Boatman & Bryant Cpas
  Longwood, FL
• 01/2020 → Present
  Boatman And Bryant Capital Solutions Pllc
  Longwood, FL
• 05/2024 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2020-09-03 → 2025-03-31
  Boatman And Bryant Capital Solutions Pllc
  Longwood, FL
  Deland, FL
  Belleview, FL

Other Businesses

(1) Hillsdale Accounting Group PLLC; CPA Firm; Not investment related; 2973 West State Road 434; Longwood, FL 32779; CPA Partner; Start 11/2010; 0 hours/month, 0 hours/month during trading. (2) Hillsdale Tax Services, PLLC; Income Tax Services; Not investment related; 125 East Indiana Avenue, Ste B, DeLand, FL 32724; Partner; Start 12/2012; 0 hours/month, 0 hours/month during trading. (3) Robert R. Bryant CPA, PLLC (DBA Boatman & Bryant CPA); CPA Firm; Not investment related; 10941 SE US Hwy 441, Belleview, FL 34420; CPA Partner; Start 11/2009; 200 hours/month, 120 hours/month during trading. (4) Todd Boatman, CPA, PA (DBA Boatman & Bryant CPA's); Not investment related; 12060 Waterstone Loop Dr, Windermere, FL 34786; CPA Partner; Start 10/2002; 0 hours/month, 0 hours/month during trading. (5) Freedom 65; Investment Related; 2973 W SR 434 Ste 300 Longwood FL 32779; Financial Advisory Business; Partner; Start 2/11/2025; 50 hours/month during trading. (6) Freedom 35 Office Venture LLC; Real Estate Owner; Not investment related; 1700 McMullen Booth Rd, Unit C-3, Clearwater, FL 33759; Manager; Start 8/2023; 0 hours/month, 0 hours/month during trading. (7) Pine Ridge Partners LLC; Real Estate Owner; Not investment related; 1700 McMullen Booth Rd, Unit C-3, Clearwater, FL 33759; Manager; Start 11/15/2021; 0 hours/month, 0 hours/month during trading. (8) Trustee and Executor for Marlene Wolsky

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-09-20
• S63 Uniform Securities Agent State Law Examination
  1999-01-12