Justin Michael Kasparek
Investment adviser representative at J M Brown Financial Partners
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$202.1MFirm 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 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
10 years in the industry.
- J. M. Brown Financial PartnersMay 2024 to now
- Bok Financial Securities, Inc.May 2023 to now
- BOKF, NAMay 2023 to now
- Bisdorf Palmer, LLCSep 2022 to Mar 2023
- Commonwealth Financial NetworkSep 2022 to Mar 2023
- Drawbridge Capital, LLCApr 2019 to Sep 2022
- LPL Financial, LLCNov 2018 to Sep 2022
- Northwestern Mutual Wealth Management CompanyMar 2018 to Nov 2018
- Northwestern Mutual Investment Services LLCFeb 2017 to Nov 2018
- Northwestern Mutual Life Insurance CompanySep 2016 to Nov 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2019
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
- 6707173
- Firm CRD
- 118427