Jason Patrick Seney
Investment adviser representative at Brown | Miller Wealth Management, LLC
13 yearsExperience
2 statesRegistered in
$991.1MFirm assets
6 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
- Pension consulting
Experience
13 years in the industry.
- Brown | Miller Wealth Management, LLCJun 2024 to now
- UnemployedDec 2023 to Jun 2024
- Chevy Chase TrustOct 2021 to Dec 2023
- Morgan StanleyMay 2013 to Oct 2021
Exams passed
- Series 66 · Uniform Combined State Law2013
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Brown | Miller Wealth Management, LLC
$991.1MAssets managed
508Clients
11Advisers
6 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
- 6205868
- Firm CRD
- 305742