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Jack Wilson Brown

Belmont Asset Management, LLC

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About Jack Wilson Brown

Jack Wilson Brown is an Investment Advisor Representative at Belmont Asset Management, LLC, based in East Hartford, Connecticut. Jack has over 2 years of experience in the financial services industry. Jack specializes in providing financial planning and portfolio management services to individuals. Jack is also licensed to provide investment advisory services in Connecticut.

Firm Information

Jack Brown is currently registered with Belmont Asset Management, LLC. Belmont Asset Management, LLC is a Registered Investment Advisor with 1 licensed agent and 1 investment advisor representative. They manage $1,370,043 in assets for 14 clients, primarily individuals other than high net worth individuals. Their advisory services include financial planning and portfolio management for individuals.

$1.37M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jack Brown’s Registration & Firm History

CT

06/06/2024 - Present

Belmont Asset Management, LLC (EAST HARTFORD CT)

CT

09/07/2023 - 12/15/2023

PRUCO SECURITIES, LLC. (Glastonbury CT)

CT

09/09/2022 - 03/17/2023

AMERIPRISE FINANCIAL SERVICES, LLC (SIMSBURY CT)

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Licenses & Designations

BC

Issued 10/21/2022

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 11/08/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/09/2022

Series 7TO - General Securities Representative Examination

BC

Issued 07/08/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jack Wilson Brown.
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