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Jason David Brown

Investment adviser representative at Renaissance Advisors
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$147.5MFirm 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 assetsFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

11 years in the industry.

  1. Renaissance AdvisorsJul 2015 to now

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2014

State registrations

Registered as an investment adviser representative in 1 state (MS).

Renaissance Advisors

Legal name: Renaissance Holdings, LLC

$147.5MAssets managed
343Clients
2Advisers
1 yearIn 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
6322388
Firm CRD
175254
Advisor's SEC record (opens in a new tab)
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