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Jason Brown

Brex Treasury LLC

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About Jason Brown

Jason Brown is a financial professional with over 20 years of experience in the industry. He has held positions at several prominent firms, including Morgan Stanley, SVB Investment Services Inc., and Carta Securities, LLC. Jason is currently registered with Brex Treasury LLC, which specializes in treasury management solutions.

Firm Information

Jason Brown is currently registered with Brex Treasury LLC. Brex Treasury LLC is a Limited Liability Company that was formed on November 1, 2018. It is registered in all 50 states, as well as the District of Columbia, Puerto Rico, and the U.S. Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

22

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.

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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Jason Brown’s Registration & Firm History

UT

09/19/2023 - Present

Brex Treasury LLC (Salt Lake City UT)

CA

04/13/2022 - 08/13/2023

SVB INVESTMENT SERVICES INC. (SAN FRANCISCO CA)

CA

03/08/2019 - 05/21/2021

CARTA SECURITIES, LLC (SAN FRANCISCO CA)

UT

04/04/2014 - 05/12/2017

MORGAN STANLEY (SOUTH JORDAN UT)

NY

11/01/2000 - 05/23/2002

MORGAN STANLEY DW INC. (PURCHASE NY)

CA

07/26/1999 - 11/01/2000

MORGAN STANLEY DEAN WITTER ONLINE INC. (SAN FRANCISCO CA)

RI

12/18/1996 - 06/16/1999

FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)

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Licenses & Designations

BC

Issued 09/05/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/21/2020

Series 24 - General Securities Principal Examination

BC

Issued 04/08/2016

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 03/07/2016

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 05/12/2017

SIE - Securities Industry Essentials Examination

BC

Issued 04/03/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Brown.
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