James William Bryan
Portfolio Manager-Equities at Cahill Financial Advisors, Inc.
Profile
Mr. James W.
Bryan, Jr., is Principal of Wealth Management at Cahill Financial Advisors, Inc. He specializes in comprehensive financial planning, goal oriented investment management and risk management.
He joined the Cahill team in 2009 after establishing his career in the broker-dealer industry.
Mr. Bryan was previously employed as President by Bluestone Wealth Strategies, Inc, Financial Advisor by Ameriprise Financial, Inc, Sales Consultant by American Express Financial Advisors and Life Underwriter by The Prudential Insurance Company of America.
Mr. Bryan received his BLA degree from Texas Tech University.
James William Bryan active positions
Companies | Position | Start |
---|---|---|
Cahill Financial Advisors, Inc.
Cahill Financial Advisors, Inc. Investment ManagersFinance Cahill Financial Advisors, Inc. (Cahill) is an independent, fee-only wealth management firm headquartered in Edina, Minnesota. The firm was founded in 1980 as Ohe Financial, Inc. Cahill provides investment management, financial planning, estate planning, and related services for individuals, families and small businesses. | Portfolio Manager-Equities | 2008-12-31 |
Former positions of James William Bryan
Companies | Position | End |
---|---|---|
American Express Financial Advisors, Inc. | Corporate Officer/Principal | - |
AMERIPRISE FINANCIAL, INC. | Corporate Officer/Principal | - |
The Prudential Insurance Company of America, Inc.
The Prudential Insurance Company of America, Inc. Insurance Brokers/ServicesFinance The Prudential Insurance Company of America, Inc. provides investment advice, and insurance products and services. The company was founded in 1875 and is headquartered in Newark, NJ. | Corporate Officer/Principal | - |
Training of James William Bryan
Texas Tech University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 1 |
---|---|
AMERIPRISE FINANCIAL, INC. | Finance |
Private companies | 3 |
---|---|
Cahill Financial Advisors, Inc.
Cahill Financial Advisors, Inc. Investment ManagersFinance Cahill Financial Advisors, Inc. (Cahill) is an independent, fee-only wealth management firm headquartered in Edina, Minnesota. The firm was founded in 1980 as Ohe Financial, Inc. Cahill provides investment management, financial planning, estate planning, and related services for individuals, families and small businesses. | Finance |
The Prudential Insurance Company of America, Inc.
The Prudential Insurance Company of America, Inc. Insurance Brokers/ServicesFinance The Prudential Insurance Company of America, Inc. provides investment advice, and insurance products and services. The company was founded in 1875 and is headquartered in Newark, NJ. | Finance |
American Express Financial Advisors, Inc. |
- Stock Market
- Insiders
- James William Bryan