Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Kurt Brown is a financial advisor with Ameriprise Financial Services, LLC. Jay has been in the financial services industry since June 1985. Ameriprise Financial Services, LLC is a leading financial services company that provides a wide range of financial products and services to individual, corporate, and institutional clients. Jay works out of the firm's Fort Worth, TX office and is registered with the following states: Alabama, Arizona, Arkansas, California, Colorado, Florida, Michigan, North Carolina, Oklahoma, Pennsylvania, Texas, and Virginia. Jay has experience in portfolio management, financial planning, pension consulting, and asset allocation.
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.
Guidance on pension options to ensure a secure financial future.
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.
Asset allocation 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
TX
01/31/2025 - Present
Ameriprise Financial Services, LLC (FORT WORTH TX)
TX
03/02/1998 - 12/23/2011
RBC CAPITAL MARKETS, LLC (FORT WORTH TX)
NA
01/02/1998 - 03/02/1998
DAIN RAUSCHER INCORPORATED
TX
08/04/1997 - 01/02/1998
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
NJ
06/18/1985 - 08/20/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 08/10/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 06/15/1985
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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