Unclaimed Profile

Justin Douglas Brownlee

BWM PLANNING LLC·THE WOODLANDS, Texas

SIE, Series 7, Series 66CFP13 years registeredBWM PLANNING LLC

8111 ASHLANE WAY, THE WOODLANDS, TX 77382CRD# 6166759Firm CRD# 304855

Profile Verification

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

Identity

Justin Douglas Brownlee · THE WOODLANDS, TX

Registration

CRD #6166759 · BWM PLANNING LLC · 13 years registered

Brand Profile

Not yet started

Career History

BROWNLEE WEALTH MANAGEMENT

Aug 2019 – present

FIDELITY PERSONAL AND WORKPLACE ADVISORS

Jul 2018 – Jun 2019

BOSTON, MA

STRATEGIC ADVISERS LLC

Nov 2015 – Jul 2018

HOUSTON, TX

VALIC FINANCIAL ADVISORS, INC.

Apr 2013 – Aug 2015

LINTHICUM, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · April 29, 2013

Years registered · 13

Professional designation · CFP

Disclosure History

2017Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

BWM PLANNING LLC

CRD 304855 · SEC 801-127789

AUM

$212M

Regulatory assets under management

Employees

218 client accounts

Services offered by BWM PLANNING LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BWM PLANNING LLC →

Introduction

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Frequently Asked Questions

What services does Justin Douglas Brownlee offer?

Justin Douglas Brownlee specializes in Financial Planning, Investment Management. Contact their office in THE WOODLANDS, Texas for a consultation.

What are Justin Douglas Brownlee's credentials?

Justin Douglas Brownlee holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Justin Douglas Brownlee located?

Justin Douglas Brownlee is based in THE WOODLANDS, Texas, working with BWM PLANNING LLC. Their office serves clients in the THE WOODLANDS metropolitan area and surrounding communities.

How does Justin Douglas Brownlee charge for services?

Justin Douglas Brownlee's firm is compensated through hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BWM PLANNING LLC?

BWM PLANNING LLC has approximately 3 employees and manages $212M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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