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- Custodian
- American Funds ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Crest ember
- Established Date
- 02-20-2002
- Office Locations
- 1
Office Locations
About J M Brown Financial Partners
Tulsa-based J M Brown Financial Partners provides goals-based financial planning and portfolio management across Foundation, Accumulation, Retirement, and Legacy stages, with emphasis on reliable retirement income and legacy/charitable planning. The team supports entrepreneurs and other individuals with tax and estate planning, retirement plans, and insurance/annuity solutions, typically implementing active, asset-allocation portfolios using mutual funds and ETFs (often via American Funds/Schwab).
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
RONALD ALAN BROWN
Chief Compliance Officer, Financial Professional, President
- CRD
- #2172320
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
OMAR ADAM AHMADIEH
Partner
- CRD
- #6235413
Rebekah Linn Andersen
Financial Advisor, General Partner
- CRD
- #6483267
Fusion insight
Element focus
- CRD
- #36547
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $201,669,045 | $210,951 |
| Non-Discretionary | $422,803 | $28,187 |
| Total | $202,091,848 | $208,128 |
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Separately Managed Accounts
Total SMA Asset: $202,091,848
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,170,123,217 | 13.9% |
| Equity - Exchange | $2,188,719,686 | 26.0% |
| Cash | $2,609,627,317 | 31.0% |
| Equity - OTC | $2,449,682,417 | 29.1% |
| Total | $8,418,152,637 | 100.0% |