Jon-paul BrownCRD Number: 5100387
Current Firm: Rfg Advisory, LLC
Jon-paul Brown (CRD# 5100387) is an Investment Advisor Representative working at Rfg Advisory, LLC in Creve Coeur, MO and has over 16 years of experience in the finance industry.
Cutter & Company, Inc.
Toberman Wealth, LLC
Moneta Group Investment Advisors, LLC
|Rfg Advisory, Llc Dba Balancepoint Financial||Creve Coeur, MO||Apr 2023 - Current||< 1|
|Private Client Services||Creve Coeur, MO||Jun 2018 - Current||5|
|Rfg Advisory||Creve Couer, MO||May 2017 - Apr 2023||5|
|Lpl Financial, LLC||Creve Coeur, MO||Nov 2017 - Jun 2018||< 1|
|Lpl Financial, LLC||Creve Couer, MO||Apr 2017 - Sep 2017||< 1|
|Pnc Investments||St. Louis, MO||Jan 2015 - Apr 2017||2|
|Pnc Bank||St. Louis, MO||Jan 2015 - Apr 2017||2|
|Wells Fargo Advisors LLC||Saint Louis, MO||May 2009 - Jan 2015||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2006|
|S65||NASAA Investment Advisors Law Examination||Jun 2010|
Total Assets Under Management2,997MILLIONS
Total Number of Accounts16,034ACCOUNTS
Average Account Value$186,907
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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