Jennifer Marie Brown
Investment adviser representative at Uhler Vertich White Advisors
14 yearsExperience
2 statesRegistered in
$513.7MFirm assets
22 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Raymond James Financial Services, Inc.May 2025 to now
- Uhler Vertich White AdvisorsMay 2025 to now
- Raymond James Financial Services Advisors, Inc.May 2025 to Oct 2025
- YmcaMar 2024 to May 2025
- J.P. Morgan Securities LLCOct 2012 to May 2025
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (FL, OH).
Uhler Vertich White Advisors
Legal name: Uhler Vertich White Advisors, LLC
$513.7MAssets managed
424Clients
7Advisers
22 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
- 5104991
- Firm CRD
- 130716