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Jason William Browne

ALEXIS INVESTMENT PARTNERS, LLC·MONTGOMERY, Texas
Unclaimed Profile
199 WATERPOINT CT, UNIT 204, MONTGOMERY, TX 77356CRD# 2624951Firm CRD# 313394
01

About

Jason William Browne is a registered financial advisor based in MONTGOMERY, Texas, affiliated with ALEXIS INVESTMENT PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
High Net Worth Individuals
03

Firm Overview

Firm
ALEXIS INVESTMENT PARTNERS, LLC
ALEXIS INVESTMENT PARTNERS, LLC
AUM
$160M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at ALEXIS INVESTMENT PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2624951
Firm CRD# 313394
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jason William Browne offer?
Jason William Browne specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MONTGOMERY, Texas for a consultation.
What are Jason William Browne's credentials?
Jason William Browne is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason William Browne located?
Jason William Browne is based in MONTGOMERY, Texas, working with ALEXIS INVESTMENT PARTNERS, LLC. Their office serves clients in the MONTGOMERY metropolitan area and surrounding communities.
How does Jason William Browne charge for services?
Jason William Browne's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALEXIS INVESTMENT PARTNERS, LLC?
ALEXIS INVESTMENT PARTNERS, LLC has approximately 5 employees and manages $160M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MONTGOMERY
William Joseph Paladino — AVIATOR FINANCIAL CONSULTING LLCAlexis Viroya Browne — ALEXIS INVESTMENT PARTNERS, LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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