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Ronald Alan Brown

Investment adviser representative at J M Brown Financial Partners
24 yearsExperience
1 stateRegistered in
$202.1MFirm assets
2 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

24 years in the industry.

  1. Purshe Kaplan Sterling InvestmentsJan 2012 to now
  2. J M Brown Financial PartnersNov 2005 to now
  3. J M Brown & Associates, Inc.Apr 2002 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1993
  • Series 65 · Uniform Investment Adviser Law2005

State registrations

Registered as an investment adviser representative in 1 state (OK).

J M Brown Financial Partners

Legal name: J M Brown & Associates, Inc.

$202.1MAssets managed
501Clients
6Advisers
2 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2172320
Firm CRD
118427
Advisor's SEC record (opens in a new tab)
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