Jessica Bryan
VIM Wealth Management · Coral Gables, Florida
Jessica Bryan is a fee-only financial advisor at VIM Wealth Management in Coral Gables, Florida. VIM Wealth Management reports charging a percentage of assets, hourly fees and a subscription on its Form ADV.
Request an introduction to Jessica →
Facts
| Firm | VIM Wealth Management |
|---|---|
| Based in | Coral Gables, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Subscription |
| Assets under management | $31.1M across 206 accounts |
| SEC registration | Investment adviser representative in FL · CRD 8049510 |
| Exams passed | Series 65 (2026) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | vimwealthmanagement.com |
How Jessica's firm compares
- VIM Wealth Management's average account is about $151,000, from its Form ADV (assets managed divided by 206 accounts).
Request an introduction to Jessica
Tell Jessica a little about what you're looking for. Jessica isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jessica
Is Jessica Bryan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jessica holds no broker registration, and VIM Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jessica charge for financial advice?
Jessica's firm, VIM Wealth Management, reports charging a percentage of assets, hourly fees and a subscription on its SEC Form ADV.
Where is Jessica Bryan based?
Jessica Bryan is based in Coral Gables, Florida.
Is Jessica Bryan registered with the SEC?
Yes. Jessica Bryan is registered as an investment adviser representative in FL (CRD 8049510), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does VIM Wealth Management manage?
VIM Wealth Management reports $31.1M across 206 accounts in assets under management.
How do I contact Jessica Bryan?
Through Jessica's website, vimwealthmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.