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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Brown is a financial advisor with over 15 years of experience. Jason is a Certified Financial Planner™ and holds a Series 7, Series 63, and Series 65 licenses. Jason specializes in retirement planning, portfolio management, and financial planning services. Jason's current employment is at EP Wealth Advisors, LLC, a registered investment advisor firm located in Torrance, CA. Jason provides financial advice to individuals, corporations, charitable organizations, and pension and profit-sharing plans. Prior to his current role, Jason has held positions at firms such as BCG Securities, Inc., Next Financial Group, Inc., Robert W. Baird & Co. Incorporated and Edward Jones.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Retirement plan advisory services & tax preparation services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
12/15/2023 - Present
EP Wealth Advisors (TORRANCE CA)
AZ
09/13/2019 - 07/13/2022
NEXT FINANCIAL GROUP, INC. (SCOTTSDALE AZ)
AZ
01/23/2019 - 04/30/2019
BCG SECURITIES, INC. (Scottsdale AZ)
AZ
10/08/2018 - 12/12/2018
ROBERT W. BAIRD & CO. INCORPORATED (SCOTTSDALE AZ)
AZ
01/21/2016 - 06/27/2018
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
AZ
03/18/2008 - 10/08/2015
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (PHOENIX AZ)
AZ
03/18/2008 - 10/08/2015
MUTUAL OF AMERICA SECURITIES LLC (PHOENIX AZ)
AZ
01/15/2008 - 03/11/2008
EDWARD JONES (TEMPE AZ)
IA
Issued 08/29/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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