Brian Jeffery Breen
Investment adviser representative at Breen Wealth Management, LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$318.8MFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Breen Wealth Management, LLCJan 2017 to now
- Jacobson & Breen Wealth Management, LLCJan 2014 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Breen Wealth Management, LLC
$318.8MAssets managed
178Clients
3Advisers
8 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
- 4731645
- Firm CRD
- 286513