Kristopher Brown (CRD# 6104361) is an Investment Advisor Representative working at Edward Jones in Tempe, AZ and has over 9 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Oct 2019 - Current | 4 |
| J.p. Morgan Securities LLC | Mesa, AZ | Jul 2019 - Oct 2019 | < 1 |
| Jpmorgan Chase Bank, N.a. | Mesa, AZ | Jul 2019 - Oct 2019 | < 1 |
| Brown Brands, LLC | Scottsdale, AZ | Jan 2017 - Oct 2019 | 2 |
| Edward Jones | Gilbert, AZ | Aug 2017 - Jul 2018 | < 1 |
| Edward Jones | Gilbert, AZ | Aug 2016 - Jul 2018 | 1 |
| Kristopher Brown Insurance Agency | West Plains, MO | Sep 2015 - Aug 2016 | < 1 |
| State Farm Insurance | Provo, UT | Jan 2015 - Aug 2015 | < 1 |
| State Farm Vp Management Corp. | Provo, UT | Sep 2014 - Apr 2015 | < 1 |
| Tj Olson Insurance Agency | Herriman, UT | Apr 2013 - Jan 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2014 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2018 |
- AZ
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
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, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.