Jonathan Rollins Brown
Investment adviser representative at Mayflower Advisors
11 yearsExperience
1 stateRegistered in
$5.8BFirm assets
6 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 assetsFixed 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.
- Mayflower AdvisorsFeb 2025 to now
- Private Client Services, LLCMay 2024 to now
- Capo Restaurant & Supper ClubMay 2023 to now
- Mayflower Financial Advisors, LLCDec 2020 to now
- Carl P. Sherr & Co., LLCSep 2017 to Oct 2020
- Worcester State UniversitySep 2015 to May 2018
- Winchester Country ClubMay 2015 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MA).
Mayflower Advisors
Legal name: Mayflower Financial Advisors, LLC
$5.8BAssets managed
1,225Clients
27Advisers
6 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
- 7324245
- Firm CRD
- 307857