Jared Michael Machen
Investment adviser representative at Brownlee Wealth Management
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$465.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- New Planner Collective, LLCMar 2023 to now
- Brownlee Wealth ManagementSep 2020 to now
- Black River Capital, LLCJul 2019 to Dec 2022
- Hill Investment GroupDec 2017 to May 2019
- Bryant UniversityNov 2017 to Dec 2017
- Boston Mountain Money Management, Inc.May 2015 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (TX).
Brownlee Wealth Management
Legal name: Bwm Planning LLC
$465.3MAssets managed
86Clients
5Advisers
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
- 6492755
- Firm CRD
- 304855