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Jacob Daniel Brown

HHM Wealth Advisors, LLC

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About Jacob Daniel Brown

Jacob Brown is a financial advisor in Chattanooga, Tennessee. Jacob is a Certified Financial Planner and has been in the industry since 2019. He currently works for HHM Wealth Advisors, LLC, which has been in business for 15 years. Jacob works with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Jacob provides financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Jacob Brown is currently registered with HHM Wealth Advisors, LLC. HHM Wealth Advisors, LLC is a registered investment advisor based in Chattanooga, TN with over $1 Billion in regulatory assets under management. The firm specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services. HHM Wealth Advisors serves a variety of client types, including individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and banking or thrift institutions.
HHM Wealth Advisors, LLC

1181 KING STREET

CHATTANOOGA, TN 37403

$1.07B

Assets Under Management

3

Total Clients

12

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Jacob Brown’s Registration & Firm History

TN

04/30/2019 - Present

HHM Wealth Advisors, LLC (CHATTANOOGA TN)

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Licenses & Designations

IA

Issued 04/25/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jacob Daniel Brown.
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