Jacob Logan Brown
Investment adviser representative at Southwest Investment Advisors, Inc.
12 yearsExperience
2 statesRegistered in
$386.9MFirm assets
5 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
Experience
12 years in the industry.
- LPL Financial LLCJul 2025 to now
- Southwest Investment Advisors, Inc.Oct 2024 to now
- UnemployedSep 2024 to Oct 2024
- Inside Real EstateJun 2020 to Sep 2024
- BrokermintApr 2020 to Jun 2020
- Leadpops (rebel Iq)Nov 2019 to Apr 2020
- MoproJan 2019 to Oct 2019
- LPL Financial LLCAug 2018 to Jan 2019
- Prager Brother's Artisan BreadJul 2018 to Jan 2019
- LuggMay 2018 to Jan 2019
- LyftMay 2018 to Jan 2019
- Parker White Brand InteractiveApr 2018 to May 2018
- MoproSep 2014 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Southwest Investment Advisors, Inc.
$386.9MAssets managed
1,161Clients
5Advisers
5 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
- 7006447
- Firm CRD
- 312685