Jeffrey J. Brown, Cfp®

Jeffrey J. Brown, Cfp® (CRD# 139651) is a financial advisory firm headquartered in East Providence, RI. They manage $7,929,606 in 28 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    28
    ACCOUNTS
  • Average Account Value
    $283,200
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

RI

Financial Advisors at Jeffrey J. Brown, Cfp®
Showing 1 - 2 of 2 top financial advisors.
1
Jeffrey J. Brown
CRD#: 1789323
1445 Wampanoag Trail, Suite 102, East Providence, RI 02915
96
Wealthminder
score

Jeffrey Brown (CRD# 1789323) is an Investment Advisor Representative working at Jeffrey J. Brown, Cfp® in East Providence, RI and has over 28 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.

2
Gilbert F. Devine
CRD#: 3150736
1445 Wampanoag Trail, Suite 102, East Providence, RI 02915
93
Wealthminder
score

Gilbert Devine (CRD# 3150736) is an Investment Advisor Representative working at Jeffrey J. Brown, Cfp® in East Providence, RI and has over 17 years of experience in the finance industry.

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