J M Brown Financial Partners

J M Brown Financial Partners (CRD# 118427) is a financial advisory firm headquartered in Tulsa, OK. They manage $66,318,744 in 521 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    66
    MILLION
  • Total Number of Accounts
    521
    ACCOUNTS
  • Average Account Value
    $127,291
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, OK, TX

Financial Advisors at J M Brown Financial Partners
Showing 1 - 4 of 4 top financial advisors.
1
James M. Brown
CRD#: 1534795
7060 S. Yale, Suite 701, Tulsa, OK 74136
96
Wealthminder
score

James Brown (CRD# 1534795) is an Investment Advisor Representative working at J M Brown Financial Partners in Tulsa, OK and has over 30 years of experience in the finance industry. James Brown has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Ronald A. Brown
CRD#: 2172320
7060 S. Yale, Suite 701, Tulsa, OK 74136
93
Wealthminder
score

Ronald Brown (CRD# 2172320) is an Investment Advisor Representative working at J M Brown Financial Partners in Tulsa, OK and has over 23 years of experience in the finance industry.

3
William R. Tennant
CRD#: 2726472
7060 S. Yale, Suite 701, Tulsa, OK 74136
93
Wealthminder
score

William Tennant (CRD# 2726472) is an Investment Advisor Representative working at J M Brown Financial Partners in Tulsa, OK and has over 20 years of experience in the finance industry.

4
Connor M. White
CRD#: 6538829
7060 S. Yale, Suite 701, Tulsa, OK 74136
87
Wealthminder
score

Connor White (CRD# 6538829) is an Investment Advisor Representative working at J M Brown Financial Partners in Tulsa, OK and has 1 year of experience in the finance industry.

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