DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Bryan Finger

Edward Jonesnational BDPort Jefferson, Nydual registrantIAPD 5717921

Feed of 09/14/2026

Also filed as Bryan T Finger

At current firm

0 y

since Dec 5, 2025

In the industry

13 y

since Oct 9, 2012 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Edward Jones national BD current
since Dec 5, 2025 · Port Jefferson, Ny
Oppenheimer & Co. Inc. BD affiliated
Aug 5, 2025 to Dec 12, 2025 · Jericho, Ny
Fisher Investments independent RIA
Oct 16, 2024 to May 14, 2025 · Plano, Tx
State Farm Investment Management Corp. asset manager
Oct 3, 2022 to Oct 15, 2024 · Glen Head, Ny
State Farm Investment Management Corp. asset manager
May 28, 2021 to Oct 3, 2022 · Glen Head, Ny
J.P. Morgan Securities LLC wirehouse
Jan 17, 2020 to Nov 19, 2020 · Yaphank, Ny
Santander Securities BD affiliated
Oct 2, 2019 to Jan 14, 2020 · South Richmond Hill, Ny
Wells Fargo Advisors wirehouse
Jun 25, 2013 to Sep 18, 2019 · Charleston, Sc

Moves

a registration end followed by a registration begin elsewhere

Oppenheimer & Co. Inc. to Edward Jones
left Dec 12, 2025, registered Dec 5, 2025 (-7 days) · Affiliated broker-dealer or bank to another
Fisher Investments to Oppenheimer & Co. Inc.
left May 14, 2025, registered Aug 5, 2025 (83 days) · RIA to affiliated broker-dealer or bank
State Farm Investment Management Corp. to Fisher Investments
left Oct 15, 2024, registered Oct 16, 2024 (1 days) · Other
J.P. Morgan Securities LLC to State Farm Investment Management Corp.
left Nov 19, 2020, registered May 28, 2021 (190 days) · Other
Santander Securities to J.P. Morgan Securities LLC
left Jan 14, 2020, registered Jan 17, 2020 (3 days) · Affiliated broker-dealer or bank to wirehouse
Wells Fargo Advisors to Santander Securities
left Sep 18, 2019, registered Oct 2, 2019 (14 days) · Wirehouse to affiliated broker-dealer or bank

Signals

Bryan Finger left Oppenheimer & Co. Inc. for Edward Jones (registered 2025-12-05)
Dec 12, 2025 · Advisor changed firm · fact
Bryan Finger left Fisher Investments for Oppenheimer & Co. Inc. (registered 2025-08-05)
May 14, 2025 · Advisor changed firm · fact
Bryan Finger left State Farm Investment Management Corp. for Fisher Investments (registered 2024-10-16)
Oct 15, 2024 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: National broker-dealer RIAderived
Years in industry: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address