Unclaimed Profile

Kevin Jay Brown

JACKSON SQUARE PARTNERS, LLC·SAN FRANCISCO, California

Clean recordJACKSON SQUARE PARTNERS, LLC

ONE LETTERMAN DRIVE, SAN FRANCISCO, CA 94129-1492CRD# 2034565Firm CRD# 170064

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kevin Jay Brown · SAN FRANCISCO, CA

Registration

CRD #2034565 · JACKSON SQUARE PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kevin Jay Brown is a registered financial advisor based in SAN FRANCISCO, California, affiliated with JACKSON SQUARE PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

JACKSON SQUARE PARTNERS, LLC

AUM

$3.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at JACKSON SQUARE PARTNERS, LLC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 2034565

Firm CRD# 170064

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kevin Jay Brown offer?

Kevin Jay Brown specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.

What are Kevin Jay Brown's credentials?

Kevin Jay Brown is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kevin Jay Brown located?

Kevin Jay Brown is based in SAN FRANCISCO, California, working with JACKSON SQUARE PARTNERS, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Kevin Jay Brown charge for services?

Kevin Jay Brown's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JACKSON SQUARE PARTNERS, LLC?

JACKSON SQUARE PARTNERS, LLC has approximately 20 employees and manages $3.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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