Unclaimed Profile

John Forrest Brown

BUSH O'DONNELL INVESTMENT ADVISORS, INC·ST LOUIS, Missouri

Series 65Clean record26 years registeredBUSH O'DONNELL INVESTMENT ADVISORS, INC

353 MARSHALL AVENUE, SUITE M, ST LOUIS, MO 63119-1864CRD# 2076607Firm CRD# 104689

Profile Verification

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

Identity

John Forrest Brown · ST LOUIS, MO

Registration

CRD #2076607 · BUSH O'DONNELL INVESTMENT ADVISORS, INC · 26 years registered

Brand Profile

Not yet started

Career History

SAVANT WEALTH MANAGEMENT

Apr 2026 – present

EXENCIAL WEALTH ADVISORS

Aug 2017 – Apr 2026

Plano, TX

BUSH O'DONNELL INVESTMENT ADVISORS, INC

Apr 2000 – Aug 2017

St. Louis, MO

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · April 6, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BUSH O'DONNELL INVESTMENT ADVISORS, INC

CRD 104689 · SEC 801-28037

AUM

$93M

Regulatory assets under management

Employees

31 client accounts

Services offered by BUSH O'DONNELL INVESTMENT ADVISORS, INC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at BUSH O'DONNELL INVESTMENT ADVISORS, INC →

Introduction

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Frequently Asked Questions

What services does John Forrest Brown offer?

John Forrest Brown specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ST LOUIS, Missouri for a consultation.

What are John Forrest Brown's credentials?

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

Where is John Forrest Brown located?

John Forrest Brown is based in ST LOUIS, Missouri, working with BUSH O'DONNELL INVESTMENT ADVISORS, INC. Their office serves clients in the ST LOUIS metropolitan area and surrounding communities.

How does John Forrest Brown charge for services?

John Forrest Brown's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BUSH O'DONNELL INVESTMENT ADVISORS, INC?

BUSH O'DONNELL INVESTMENT ADVISORS, INC has approximately 3 employees and manages $93M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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