Overview
Assets Under Management: $202 million
Headquarters: TULSA, OK
High-Net-Worth Clients: 372
Average Client Assets: $0.1 million
Frequently Asked Questions
J M BROWN FINANCIAL PARTNERS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #118427), J M BROWN FINANCIAL PARTNERS is subject to fiduciary duty under federal law.
J M BROWN FINANCIAL PARTNERS is headquartered in TULSA, OK.
J M BROWN FINANCIAL PARTNERS serves 372 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, J M BROWN FINANCIAL PARTNERS offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
J M BROWN FINANCIAL PARTNERS manages $202 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, J M BROWN FINANCIAL PARTNERS serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 372
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 27.03%
Average Client Assets: $0.1 million
Total Client Accounts: 971
Discretionary Accounts: 956
Non-Discretionary Accounts: 15
Regulatory Filings
CRD Number: 118427
Filing ID: 2087182
Last Filing Date: 2026-03-30 18:25:14