Jeffrey Dale Brown
Investment adviser representative at United Advisor Group
18 yearsExperience
1 stateRegistered in
$1.4BFirm assets
3 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
- Seminars and workshops
Experience
18 years in the industry.
- Flat Iron Wealth ManagementSep 2024 to now
- United Advisor GroupSep 2024 to now
- Scf Investment Advisors, Inc.Sep 2019 to now
- Infinity Accounting & Tax Specialists, PlcDec 2008 to now
- Global View Capital Management, Ltd.Jan 2018 to Sep 2019
- Global View Capital Advisors, Ltd.Nov 2017 to Sep 2019
- Global View Capital Insurance, Ltd.Nov 2017 to Sep 2019
- Infinity Wealth Managment, LLCAug 2016 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2005
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (AZ).
United Advisor Group
Legal name: United Advisor Group, LLC
$1.4BAssets managed
6,600Clients
58Advisers
3 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
- 4864646
- Firm CRD
- 324205