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James Martin Brown

J M BROWN & ASSOCIATES, INC.·TULSA, Oklahoma
Clean recordJ M BROWN & ASSOCIATES, INC.
7060 S. YALE, TULSA, OK 74136-5740CRD# 1534795Firm CRD# 118427

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Martin Brown · TULSA, OK
Registration
CRD #1534795 · J M BROWN & ASSOCIATES, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James Martin Brown is a registered financial advisor based in TULSA, Oklahoma, affiliated with J M BROWN & ASSOCIATES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
J M BROWN & ASSOCIATES, INC.
J M BROWN FINANCIAL PARTNERS
AUM
$120M
Regulatory assets under management
Employees
7
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1534795
Firm CRD# 118427
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Martin Brown offer?
James Martin Brown specializes in Financial Planning, Investment Management. Contact their office in TULSA, Oklahoma for a consultation.
What are James Martin Brown's credentials?
James Martin Brown is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Martin Brown located?
James Martin Brown is based in TULSA, Oklahoma, working with J M BROWN & ASSOCIATES, INC.. Their office serves clients in the TULSA metropolitan area and surrounding communities.
How does James Martin Brown charge for services?
James Martin Brown's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is J M BROWN & ASSOCIATES, INC.?
J M BROWN & ASSOCIATES, INC. has approximately 7 employees and manages $120M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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