J M Brown Financial Partners

J M Brown Financial Partners (CRD# 118427) is a financial advisory firm headquartered in Tulsa, OK. They manage $120,000,000 in 716 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
7060 S. Yale, Suite 701, Tulsa, OK 74136
http://www.perfectcalendar.com
By the Numbers
  • Total Assets Under Management
    120
    MILLION
  • Total Number of Accounts
    716
    ACCOUNTS
  • Average Account Value
    $167,598
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, KS, MI, NJ, NY, OK, TN, TX, VA

Financial Advisors at J M Brown Financial Partners
Showing 1 - 4 of 4 top financial advisors.
1
Omar Ahmadieh, financial advisor Tulsa OK
Omar A. Ahmadieh
CRD#: 6235413
7060 S. Yale, Suite 701, Tulsa, OK 74136

Omar Ahmadieh (CRD# 6235413) is an Investment Advisor Representative working at J M Brown Financial Partners in Tulsa, OK and has over 9 years of experience in the finance industry.

2
Ronald Brown, financial advisor Tulsa OK
Ronald A. Brown
CRD#: 2172320
7060 S. Yale, Suite 701, Tulsa, OK 74136

Ronald Brown (CRD# 2172320) 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.

3
William Tennant, financial advisor Tulsa OK
William R. Tennant
CRD#: 2726472
7060 S. Yale, Suite 701, Tulsa, OK 74136

William Tennant (CRD# 2726472) is an Investment Advisor Representative working at J M Brown Financial Partners in Tulsa, OK and has over 27 years of experience in the finance industry.

4
Connor White, financial advisor Tulsa OK
Connor M. White
CRD#: 6538829
7060 S. Yale, Suite 701, Tulsa, OK 74136

Connor White (CRD# 6538829) is an Investment Advisor Representative working at J M Brown Financial Partners in Tulsa, OK and has over 8 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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