Jonathan Bryan
Edward Jones
Austin, Texas
Contact
How to contact
512-494-4738
Professional Profile
Call Me When
You need help designing how you allocate your time and money as you navigate the transition out of your business
Professions
Wealth Manager
Functional Expertise
Cash flow enhancements
Cash management
Charitable giving
Employee benefits
Entrepreneurship
Equity
Family business
Fiduciary
Finance
Financial Modelling
Investments
Leadership Development
Exit/Transition Planning
Diversity/Equity/Inclusion
ESG
Business Focus
We offer experienced financial planning and wealth management for individuals, families, and businesses throughout the United States
Professional Certification
CEPA
Client Industries
Business Services
Computer/Electronics
Education
Government
Health/Pharma/Biotech
Real Estate/Construction
Software/Internet
Advisor Resource Relationships
EPI
Chapter information
Membership
Austin Individual
Member since
New Member
Why I'm a Member of XPX
Business owners and leaders need a wide range of experts, and this group has access to expertise in numerous fields to support them
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