Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeannan? Claim Your ProfileJeannan Brewer is an investment advisor representative with Kingswood Wealth Advisors, LLC. Jeannan has been in the financial services industry since 1999. Jeannan holds Series 7, 63 and 66 licenses and is registered in Florida. Jeannan works with individuals, high-net-worth individuals, corporations and pension and profit sharing plans. Jeannan also works with Eudaimonia Advisors LLC, a registered investment advisor headquartered in Winchester, Tennessee.
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.
Hourly consulting
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.
1
2
FL
07/22/2024 - Present
Kingswood Wealth Advisors, LLC (Pensacola FL)
FL
04/22/2020 - 09/12/2022
PURSHE KAPLAN STERLING INVESTMENTS (Pensacola FL)
AL
11/14/2017 - 07/10/2018
B. RILEY WEALTH MANAGEMENT (Andalusia AL)
FL
02/13/2013 - 11/13/2017
RAYMOND JAMES & ASSOCIATES, INC. (PENSACOLA FL)
AL
04/12/2001 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (ANDALUSIA AL)
AL
12/23/1999 - 04/12/2001
REGIONS INVESTMENT COMPANY, INC. (BIRMINGHAM AL)
BOTH
Issued 01/25/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/10/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Jeannan Brewer is the right advisor for you? Invested Better is here to help.
