Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jean? Claim Your ProfileJean Ann Brown is an investment advisor representative with Captrust in Tampa, FL. Jean has been in the securities industry since 2006. Jean Ann has passed the Series 7, Series 66, and SIE exams. Prior to joining Captrust, Jean was an investment advisor representative with Calton & Associates, Inc., SII Investments, Inc., Invest Financial Corporation, Summit Brokerage Services, Inc., and Gunnallen Financial, Inc. Jean Ann has specialized in providing financial planning and investment advice to individuals, businesses, and pension plans.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
02/08/2019 - Present
Captrust (Tampa FL)
FL
07/25/2016 - 11/27/2018
CALTON & ASSOCIATES, INC. (TAMPA FL)
WI
11/11/2011 - 08/26/2014
SII INVESTMENTS, INC. (APPLETON WI)
FL
03/15/2011 - 08/18/2014
INVEST FINANCIAL CORPORATION (TAMPA FL)
FL
04/01/2010 - 03/14/2011
SUMMIT BROKERAGE SERVICES, INC. (TAMPA FL)
FL
02/01/2006 - 03/26/2010
GUNNALLEN FINANCIAL, INC (TAMPA FL)
BOTH
Issued 07/06/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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