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Bryan Jarman

Bryan Jarman

Partner, Portfolio Manager at Private Wealth Asset Management, LLC

Midland, TX , United States

About

Bryan Jarman, CFA, is a Partner and Portfolio Manager at Private Wealth Asset Management, LLC in Midland, Texas, where he is a member of the firm’s Investment Committee and specializes in portfolio management for individuals, multigenerational families, endowments, and foundations. His primary responsibilities include crafting investment strategies, managing client portfolios, and providing financial planning services, with a distinct focus on institutional mandates and complex family wealth structures. Bryan is recognized for his strategic approach in advising endowments and foundations, and also for his close work with multigenerational family clients.

Prior to joining Private Wealth Asset Management in 2021, Bryan served as a Senior Investment Strategist at Wells Fargo, where he spent nearly a decade designing strategies for high-net-worth clients, and as Director of Research at Hepburn Capital Management. His career demonstrates significant expertise in multi-asset portfolio construction, investment policy design, and manager selection within equities, fixed income, and alternative investments for institutional and private clients.

Bryan holds a Master of Science in Finance from The Johns Hopkins University – Carey Business School and dual Bachelor of Science degrees in Finance and Economics from Arizona State University, along with a Graduate Certificate in Investments. He is a Chartered Financial Analyst (CFA®), further underscoring his technical expertise and commitment to professional excellence in the investment management industry.

Career History

OrganizationRoleDate RangeDetails
Private Wealth Asset ManagementPartner, Portfolio ManagerDec 2021 to Present
I love communication. ══ COOPERATION ══ I am a Partner and a Portfolio Manager for Private Wealth Asset Management. I love to uncover my clients' needs and find solutions for them. I gather as much in...
Wells FargoSenior Investment StrategistNov 2012 to Dec 2021
Knowledge is power. ══ BLUEPRINT ══ I worked with a team of professionals to advise wealthy families on strategies to preserve, grow, and transfer their wealth. My focus was on creating and managing c...
Hepburn Capital Management, LLCDirector of ResearchNov 2011 to Aug 2012
Co-manage $25MM of discretionary assets for private individuals. Participate in the development, back-testing and implementation of advanced investment strategies that adapt to changing markets. Condu...
Wells FargoInvestment ManagerJan 2004 to Oct 2011
Manage over $100MM of discretionary assets for high net worth private clients. Utilize investment-consulting approach to execute four asset class allocation investment strategies while customizing to ...
Lincoln Financial AdvisorsWealth Management SpecialistJan 2002 to Jan 2004
Morgan StanleyFinancial AdvisorJan 1999 to Jan 2002
Ford Motor Credit CompanyManagerJan 1996 to Jan 1999

Education

The Johns Hopkins University - Carey Business School

MS, Finance

1997 1998

Arizona State University

BS, BS, Finance, Economics

1990 1996

Camelback High School

1986 1990

Skills & Expertise

Russian
Asset Allocation
Alternative Investments
Investments
Wealth Management
Portfolio Management
Investment Strategies
Asset Managment
Equities
Investment Advisory
Wealth Management Services
Investment Management
Fixed Income
Mutual Funds
Strategic Financial Planning

Others at Private Wealth Asset Management, LLC (7)

NameRoleLocation
Debra Wilkens
Debra Wilkens
Founding Partner and Portfolio ManagerAustin, TX , United States
Jeff Steiner
Jeff Steiner
Partner, Senior Portfolio ManagerSt. Louis, MO , United States
Tyler Schlumpf
Tyler Schlumpf
Partner, Senior Portfolio ManagerOmaha, NE , United States
Beth Rodriguez
Beth Rodriguez
Investment Research AnalystMarion, IA , United States
Brett Halley
Brett Halley
Chief Investment OfficerIA , United States
Cfp® Leslie Miller
Cfp® Leslie Miller
Partner, Senior Portfolio ManagerOmaha, NE , United States
Katherine Johnson
Katherine Johnson
Investment Research AnalystSan Antonio, TX , United States

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