Jason Brown, financial advisor Atlanta GA

Jason Brown

CRD Number: 2614483
Current Firm: Portsmouth Financial Services, Inc.

Jason Brown (CRD# 2614483) is an Investment Advisor Representative working at Portsmouth Financial Services, Inc. in Atlanta, GA and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
First Union National Bank Marietta, GA Jul 1993 - Current 31
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1995
S66 NASAA Uniform Combined State Law Examination May 2019
Contact Info for Jason D. Brown
Phone Number: 415-543-8500
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    4
    MILLIONS
  • Total Number of Accounts
    31
    ACCOUNTS
  • Average Account Value
    $118,443
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

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