Jonathan Neil Browning
Investment adviser representative at Acorn Financial Advisory Services, Inc.
12 yearsExperience
2 statesRegistered in
$1.4BFirm assets
20 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Quincy Wells Capital, LLCMay 2026 to now
- Great Point Capital, LLCJun 2021 to now
- Acorn Financial Advisory Services, Inc.Mar 2017 to now
- The Strategic Financial Alliance, Inc.Mar 2017 to Jun 2021
- Voya Financial Advisors, Inc.Sep 2014 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Acorn Financial Advisory Services, Inc.
$1.4BAssets managed
2,619Clients
18Advisers
20 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
- 2608532
- Firm CRD
- 116763