Jason William Browne
Investment adviser representative at Independent Solutions Wealth Management, LLC
26 yearsExperience
1 stateRegistered in
ChFC®Designation
$1.5BFirm assets
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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
- Seminars and workshops
Experience
26 years in the industry.
- Independent Solutions Wealth Management, LLCMar 2026 to now
- Alexis Investment Partners, LLCJun 2021 to now
- Sowell Management ServicesApr 2019 to Jul 2021
- Fundx Investment GroupJul 2000 to Apr 2019
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 1 state (TX).
Independent Solutions Wealth Management, LLC
$1.5BAssets managed
4,285Clients
28Advisers
17 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
- 2624951
- Firm CRD
- 144733