Jeffrey Brown (CRD# 2268949) is an Investment Advisor Representative working at Bell & Brown Wealth Advisors, LLC in Vail, CO and has over 31 years of experience in the finance industry.
CRD# 3169018
Elevate Capital Advisors
CRD# 1131891
Cetera Investment Advisers LLC
CRD# 6722739
Certified Planning Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bell & Brown Wealth Advisors, LLC | Newport Beach, CA | May 2015 - Current | 9 |
| Purshe Kaplan Sterling Investments | Albany, NY | Jul 2015 - Jun 2016 | < 1 |
| Rbc Capital Markets Corporation | Newport Beach, CA | Mar 2008 - May 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1992 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2006 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- TX
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Total Assets Under Management325MILLIONS
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Total Number of Accounts553ACCOUNTS
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Average Account Value$587,341
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AR, CA, LA, NV, TN, TX
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