Jonathan Brown, financial advisor Greenwood Village CO
90 score

Jonathan Brown

CRD Number: 5912552
Current Firm: Strategic Advisers, Inc.

Jonathan Brown (CRD# 5912552) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Greenwood Village, CO and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity American Fork, UT Mar 2011 - Current 5
Ty The Insurance Guy Provo, UT Dec 2009 - Mar 2011 1
3 Star Media Provo, UT Apr 2009 - Mar 2011 1
Extend Health South Jordan, UT Sep 2010 - Jan 2011 < 1
Pizza Hut Provo, UT Nov 2010 - Dec 2010 < 1
Byu Provo, UT Aug 2005 - Apr 2010 4
Extend Health South Jordan, UT Jul 2009 - Dec 2009 < 1
7 Eleven Provo, UT Dec 2007 - Mar 2008 < 1
Byu Grounds Provo, UT Apr 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2011
S66 NASAA Uniform Combined State Law Examination Mar 2014
Contact Info for Jonathan T. Brown
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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