Jason Brown, financial advisor Camas WA

Jason Brown

CRD Number: 6242231
Current Firm: Fisher Investments

Jason Brown (CRD# 6242231) is an Investment Advisor Representative working at Fisher Investments in Camas, WA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Fisher Investments Plano, TX Jan 2021 - Current 1
Fidelity Brokerage Services LLC Westlake, TX Jul 2019 - Jan 2021 1
Wells Fargo Clearing Services, LLC Fredericksburg, VA Nov 2016 - Jul 2019 2
Wells Fargo Bank Na Fredericksburg, VA Jul 2016 - Jun 2019 2
Wells Fargo Advisors, LLC Fredericksburg, VA Jul 2016 - Nov 2016 < 1
Scottrade Alexandria, VA Apr 2015 - Jul 2016 1
Mutual Of Omaha Investor Services, Inc. Omaha, NE Aug 2013 - Apr 2015 1
Mutual Of Omaha Manassas, VA May 2013 - Apr 2015 1
Ups Fredericksburg, VA Jun 2013 - Aug 2013 < 1
Unemployed Fredericksburg, VA Jan 2013 - May 2013 < 1
Ups Fredericksburg, VA Oct 2012 - Jan 2013 < 1
Geico Fredericksburg, VA Jan 2010 - Oct 2012 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2014
S66 NASAA Uniform Combined State Law Examination Sep 2016
Contact Info for Jason E. Brown
Phone Number: 800-851-8845
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    159,612
    MILLIONS
  • Total Number of Accounts
    166,694
    ACCOUNTS
  • Average Account Value
    $957,512
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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