Joseph Donald Brown
Investment adviser representative at Apforia
28 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$101.9MFirm 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
- Seminars and workshops
Experience
28 years in the industry.
- ApforiaMay 2025 to now
- Apforia dba Always Ready Financial Planning LLCMay 2025 to now
- United States Coast Guard AcademySep 2023 to now
- C.L. Sheldon & Company, LLCDec 2023 to Dec 2023
- Ahead Full Wealth ManagementJul 2022 to Dec 2023
- United States Coast GuardMay 1998 to Sep 2023
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (RI).
Apforia
Legal name: Apforia Ltd
$101.9MAssets managed
385Clients
10Advisers
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
- 7716474
- Firm CRD
- 327176