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Bryan Jarman

Private Wealth Asset Management

Midland, TX

Omaha, NE

CRD 3190526

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Employer firm

Private Wealth Asset Management CRD 315819

$2.52B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Selection of other advisers
  • 401K ADVISORY SERVICES

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

Current Employers
Private Wealth Asset Management

1100 Capitol Avenue Suite 200, Omaha, NE 68102 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-01-31
  • TX RA
    APPROVED
    Since 2022-01-31

Branch Locations

901B Tradewinds Blvd., Midland, TX 79706 • United States

1100 Capitol Avenue Suite 200, Omaha, NE 68102 • 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
OrganizationCityStateFromTo
Wells Fargo Bank Midland TX 11/2012 12/2021
Wells Fargo Clearing Services Midland TX 02/2021 12/2021
Private Wealth Asset Management Midland TX 01/2022 Present
  • 11/2012 → 12/2021
    Wells Fargo Bank
    Midland, TX
  • 02/2021 → 12/2021
    Wells Fargo Clearing Services
    Midland, TX
  • 01/2022 → Present
    Midland, TX
Previous Registrations
  • 2011-11-16 → 2013-12-04
    Hepburn Capital Management, Llc
    Prescott, AZ
Other Businesses

1) THE DRAGONFLY; NON INVESTMENT-RELATED; 254 CR 20 SOUTH FORD, CO 81154; SHORT TERM RENTAL PROPERTY WITH PERSONAL USE; SOLE PROPRIETOR; 01/03/2022; 1 HR/MONTH; ZERO HOURS DURING TRADING HOURS. 2) AZTEX OIL AND GAS LLC; NON INVESTMENT-RELATED; 5501 HILLCREST, MIDLAND, TX 79707; CO-INVEST IN OIL AND GAS MINERAL INTERESTS WITH FRIENDS AND FAMILY; PARTNER; 01/26/2024; 1 HR/MONTH; ZERO HOURS DURING TRADING HOURS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-05-06
  • S66 Uniform Combined State Law Examination
    1999-05-06
Designations
  • Chartered Financial Analyst
Other Names
  • Bryan Damond Jarman

View on SEC IAPD

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