Rebekah Linn Andersen
Investment adviser representative at J M Brown Financial Partners
11 yearsExperience
1 stateRegistered in
$202.1MFirm assets
2 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
11 years in the industry.
- J M Brown Financial PartnersNov 2022 to now
- Northwestern MutualApr 2015 to Nov 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (OK).
J M Brown Financial Partners
Legal name: J M Brown & Associates, Inc.
$202.1MAssets managed
501Clients
6Advisers
2 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
- 6483267
- Firm CRD
- 118427