Jason Brown, financial advisor Flint MI
93 score

Jason Brown

CRD Number: 5391532
Current Firm: Royal Alliance Associates, Inc.

Jason Brown (CRD# 5391532) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Flint, MI and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Financial Planning Advisory Corp Flint, MI Sep 2014 - Current 2
Royal Alliance Associates Flint, MI Jul 2007 - Current 9
Financial & Tax Planning Inc. Flint, MI Jun 2007 - Current 9
Central Michigan University Mt. Pleasant, MI Aug 2006 - Jul 2007 < 1
Financial & Tax Planning Inc. Flint, MI May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2007
S65 NASAA Investment Advisors Law Examination Feb 2014
Contact Info for Jason Brown
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    4,629
    MILLIONS
  • Total Number of Accounts
    19,113
    ACCOUNTS
  • Average Account Value
    $242,202
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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
93
Clean Record
This advisor has a clean track record with regulators.

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