Jeffrey Brown, financial advisor Warwick RI

Jeffrey Brown

CRD Number: 1007517
Current Firm: Kestra Advisory Services, LLC

Jeffrey Brown (CRD# 1007517) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Warwick, RI and has over 41 years of experience in the finance industry.

Similar Advisors
Michael Aaronson, financial advisor Warwick RI
Michael D. Aaronson
CRD# 4318531
Integrated Wealth Concepts LLC
Similar Advisors
Rebecca Abbatamarco-Boisclair, financial advisor Warwick RI
Rebecca J. Abbatamarco-Boisclair
CRD# 4030542
Ameriprise Financial Services, LLC
Similar Advisors
Christopher Abbate, financial advisor Warwick RI
Christopher M. Abbate
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Professional Designations
Company Name Location Dates Years
Kestra Advisory Services, LLC Warwick, RI Apr 2016 - Current 7
Kestra Investment Services, LLC Warwick, RI Sep 2014 - Current 9
Compensation Planning, Inc. Warwick, RI Jan 1999 - Current 25
Bryant University North Smithfield, RI Sep 1980 - Current 43
Nfp Advisor Services Austin, TX Sep 2014 - Apr 2016 1
Financial Telesis Inc. San Rafael, CA May 2012 - Sep 2014 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1982
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Jeffrey A. Brown
Phone Number: 8445537872
Registered State(s):
  • RI
By the Numbers
  • Total Assets Under Management
    41,795
    MILLIONS
  • Total Number of Accounts
    140,407
    ACCOUNTS
  • Average Account Value
    $297,671
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
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, WY

Ready to hire a financial advisor? Get competitive proposals from Jeffrey Brown and other advisors.
BADGES

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.