Bryan Christopher Epperson

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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

• 05/2014 → 10/2016
  J.J.B. Hilliard, W.L. Lyons, Llc
  Franklin, IN
• 10/2016 → Present
  Raymond James & Associates
  Greenwood, IN

Previous Registrations

• 2014-06-02 → 2016-11-02
  J.J.B. Hilliard, W.L. Lyons, Llc
  Franklin, IN
• 2004-07-26 → 2009-07-31
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Indianapolis, IN
  Indianapolis, IN
  New York, NY

Other Businesses

1) PERSIMMON WOODS HOA, NON-INVEST RELATED, 4556 Pascagoula Run, Greenwood, IN 46143; BOARD MEMBER OF HOA, 1/2015, 1 HR/MONTH WITH 0 HRS DURING TRADING HRS, DUTIES INCLUDE BUDGETING HOA DUES AND RESOLVING ISSUES IN NEIGHBORHOOD.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-06-02
• S63 Uniform Securities Agent State Law Examination
  1999-06-02