Jonathan Brown, financial advisor Fairfax VA
89 score

Jonathan Brown

CRD Number: 6260143
Current Firm: Independent Financial Partners

Jonathan Brown (CRD# 6260143) is an Investment Advisor Representative working at Independent Financial Partners in Fairfax, VA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Independent Financial Partners Fairfax, VA Feb 2014 - Current 2
Lpl Financial LLC Fairfax, VA Oct 2013 - Current 3
Unemployed Silver Spring, MD Jan 2013 - Sep 2013 < 1
Team Services LLC Rockville, MD Aug 2011 - Dec 2012 1
Unemployed Silver Spring, MD May 2011 - Jul 2011 < 1
Full Time Education Charlottesville, VA Aug 2009 - May 2011 1
Unemployed Silver Spring, MD Dec 2008 - Jul 2009 < 1
Yellowbook, Inc. Silver Spring, MD Jan 2008 - Nov 2008 < 1
Self Employed Silver Spring, MD May 2007 - Dec 2007 < 1
Ameriquest Mortgage Company Greenbelt, MD Oct 2006 - Apr 2007 < 1
Clear Channel Communications Rockville, MD Feb 2005 - Oct 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2014
Contact Info for Jonathan M. Brown
Phone Number: 813-341-0960
Registered State(s):
  • MD
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    4,348
    MILLIONS
  • Total Number of Accounts
    24,542
    ACCOUNTS
  • Average Account Value
    $177,153
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
  • 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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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