Jeffrey Brown, financial advisor Denver CO

Jeffrey Brown

CRD Number: 4450573
Current Firm: Shearwater Capital

Jeffrey Brown (CRD# 4450573) is an Investment Advisor Representative working at Shearwater Capital in Denver, CO and has over 21 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Saint Louis University St. Louis, MO Oct 2011 - Current 12
Shearwater Capital, LLC Saint Louis, MO Sep 1999 - Current 24
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2002
Contact Info for Jeffrey J. Brown
By the Numbers
  • Total Assets Under Management
    307
    MILLIONS
  • Total Number of Accounts
    692
    ACCOUNTS
  • Average Account Value
    $443,446
Compensation Options
  • A percentage of assets under your management
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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, FL, IL, MO, NY, TX, WA

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