Role at Johnson Wealth
- Title on Schedule A
- Senior Vice President - Director of Wealth Sales
- Control
- Bryant Shurn is not a control person of Johnson Wealth.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Bryant Shurn has held the filed role since March 2026.
The firm
Form ADV filed 27 March 2026
Career on record
Bryant Shurn has been registered through Johnson Wealth since March 2026, and before that through Raymond James & Associates, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Clearing Services, LLC, Scottrade Investment Management, Amerivest Investment Management, LLC, Td Ameritrade, Inc. and Strategic Advisers, Inc..
- Johnson Wealth Inc.Current– present · 1 yearMilwaukee, WI · Adviser representative · Firm CRD 125557
- Raymond James & Associates, Inc.– · 1 yearCincinnati, OH · Adviser representative · Firm CRD 705
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 5 yearsMilwaukee, WI · Adviser representative · Firm CRD 7691
- Passed Series 10, Series 9, SIE and Series 31 · 2018
- Wells Fargo Clearing Services, LLC– · 1 yearMilwaukee, WI · Adviser representative · Firm CRD 19616
- Passed Series 24 · 2015
- Scottrade Investment Management– · 4 yearsSaint Louis, MO · Adviser representative · Firm CRD 169988
- Amerivest Investment Management, LLC– · 4 yearsChicago, IL · Adviser representative · Firm CRD 111514
- Td Ameritrade, Inc.– · 4 yearsChicago, IL · Adviser representative · Firm CRD 7870
- Strategic Advisers, Inc.– · 1 yearMorristown, NJ · Adviser representative · Firm CRD 104555
- Passed Series 66 · 2009
- Passed Series 7 and Series 63 · 2002
Registrations and exams
Bryant Shurn has a current investment-adviser registration in Wisconsin and has passed 8 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| Wisconsin | Investment adviser representative | Approved | 19 March 2026 |
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 13 January 2009 |
| Series 63 | Uniform Securities Agent State Law Examination | 12 December 2002 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 28 September 2018 |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 4 August 2018 |
| Series 24 | General Securities Principal Examination | 21 January 2015 |
| Series 31 | Futures Managed Funds Examination | 18 December 2018 |
| SIE | Securities Industry Essentials Examination | 1 October 2018 |
| Series 7 | General Securities Representative Examination | 30 October 2002 |
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Principal Examination
- Name
- Futures Managed Funds Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Bryant Shurn
- CRD
- 4601168
- Registration status
- Investment adviser registration
- Office
- 555 EAST WELLS STREET, SUITE 1900, Milwaukee, WI 53202
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Common questions
Where does Bryant Shurn work?
Bryant Shurn has been Senior Vice President - Director of Wealth Sales of Johnson Wealth Inc. since March 2026.
Is Bryant Shurn a financial advisor?
Yes. Bryant Shurn has a current investment-adviser registration in Wisconsin, through Johnson Wealth since March 2026, as of 18 October 2026.
How many years of experience does Bryant Shurn have?
Bryant Shurn has worked in the financial industry for 21 years as of 18 October 2026, counted from 3 September 2005, across 8 adviser firms.
What exams has Bryant Shurn passed?
Bryant Shurn has passed 8 licensing exams: the Series 7, Series 63, Series 66, Series 24, Series 10, Series 9, SIE and Series 31. The earliest, the Series 7, was passed in October 2002.
Where did Bryant Shurn work before Johnson Wealth?
Before Johnson Wealth, Bryant Shurn was registered through Raymond James & Associates, Inc., September 2024 to January 2026; Merrill Lynch, Pierce, Fenner & Smith Incorporated, December 2019 to September 2024; Wells Fargo Clearing Services, LLC, July 2018 to October 2019; Scottrade Investment Management, March 2014 to March 2018; Amerivest Investment Management, LLC, February 2010 to October 2013; Td Ameritrade, Inc., February 2010 to October 2013; Strategic Advisers, Inc., January 2009 to January 2010.
Where is Bryant Shurn based?
Bryant Shurn’s registered office is in Milwaukee, WI.
Leadership at Johnson Wealth
- Daniel BrunnerSenior Vice President - Finance
- Jeffrey PierceDirector, President, Executive Vice President - Wealth
- Jeff BlonskiDirector, Chief Financial
- Adam BellmerChief Compliance Officer
- Dominic CeciChief Investment Officer
- Ronald LehmannChief Administrative Officer
- Benjamin PavlikDirector, Legal Counsel and Secretary