Jordan Bryant has been an investment adviser representative at Coastline Complete Wealth since December 2025, and is not listed among the firm’s executive officers or direct owners. Jordan Bryant holds a Bachelor's Degree in Trust and Wealth Management from Campbell University.
Coastline Complete Wealth LLC is a Bluffton, SC firm with $214M under management, 186 clients and 2 advisers across 3 offices, as of its August 2026 filing.
Jordan Bryant is Financial Advisor of Coastline Complete Wealth. He relocated to Savannah in 2017 and worked with two large national firms before joining Coastline Complete Wealth. His undergraduate studies focused primarily on trust and estate administration, estate planning, personal financial planning, and portfolio management.
Jordan Bryant’s longest registration was 2 years at Wells Fargo Advisors (2022–2024). Before joining Coastline Complete Wealth in 2025, Jordan Bryant was registered through Commonwealth Financial Network and Wells Fargo Advisors.
- – present · under a yearBluffton, SC · Adviser representative · Firm CRD 338227
- Commonwealth Financial Network– · under a yearBeaufort, SC · Adviser representative · Firm CRD 8032
- Wells Fargo Advisors– · 2 yearsSavannah, GA · Adviser representative · Firm CRD 19616
Investment adviser representative registrations
Jordan Bryant is registered as an investment adviser representative in 3 states. The first approvals date from December 2025; the most recent is Georgia, in January 2026.
- GeorgiaSince 20 January 2026
- South CarolinaSince 1 December 2025
- TexasSince 1 December 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 20 June 2022 |
| Series 7TO | General Securities Representative Examination | 27 May 2022 |
| SIE | Securities Industry Essentials Examination | 29 April 2022 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Jordan Andrew Bryant
- CRD
- 7530027
- Firm
- Coastline Complete Wealth · CRD 338227
- Office
- 255 NEW RIVERSIDE VILLAGE W WAY, UNIT 202, Bluffton, SC 29910
- Registration
- Investment adviser registration
- In the industry since
- May 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- coastlinecw.com
Where does Jordan Bryant work?
Jordan Bryant is an investment adviser representative registered through Coastline Complete Wealth LLC since December 2025, and is not listed among the firm’s executive officers or direct owners.
Is Jordan Bryant a financial advisor?
Yes. Jordan Bryant has a current investment-adviser registration in Georgia, South Carolina and Texas, through Coastline Complete Wealth since December 2025.
How many years of experience does Jordan Bryant have?
Jordan Bryant has 4 years in the financial industry, since May 2022, across 3 adviser firms.
What exams has Jordan Bryant passed?
Jordan Bryant has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in April 2022.
Where did Jordan Bryant work before Coastline Complete Wealth?
Before Coastline Complete Wealth, Jordan Bryant was registered through Commonwealth Financial Network, December 2024 to November 2025; Wells Fargo Advisors, June 2022 to December 2024.
Where is Jordan Bryant based?
Jordan Bryant’s registered office is in Bluffton, SC.
Is Jordan Bryant registered with FINRA?
No. Jordan Bryant has no current broker registration.
How can I verify Jordan Bryant’s record?
Search CRD 7530027 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jordan Bryant’s full registration record.
