Jeffrey J. Brown, Cfp®
Jeffrey J. Brown, Cfp® (CRD# 139651) is a financial advisory firm headquartered in East Providence, RI. They manage $29,835,768 in 143 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management30MILLION
Total Number of Accounts143ACCOUNTS
Average Account Value$208,642
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Jeffrey Brown (CRD# 1789323) is an Investment Advisor Representative working at Jeffrey J. Brown, Cfp® in East Providence, RI and has over 30 years of experience in the finance industry. Jeffrey 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.
Gilbert Devine (CRD# 3150736) is an Investment Advisor Representative working at Jeffrey J. Brown, Cfp® in East Providence, RI and has over 19 years of experience in the finance industry.