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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Craig Brown is a financial professional with over 30 years of experience in the industry. Jeffrey is currently a registered Investment Advisor Representative with OneDigital Investment Advisors LLC, located in Overland Park, KS and Phoenix, AZ. Jeffrey has a strong background in portfolio management and financial planning, offering a wide range of services to individuals, businesses, and institutions. Jeffrey is also a Certified Financial Planner™. Previous experience includes Vanguard Marketing Corporation in Scottsdale, AZ, NFA Brokerage Services, Inc. in Dresher, PA, Investacorp, Inc. in Miami, FL, Royal Alliance Associates, Inc. in Scottsdale, AZ, and Integrated Resources Equity Corporation.
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
KS
01/09/2024 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
AZ
10/14/2011 - 08/04/2022
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
PA
04/03/1995 - 03/20/2001
NFA BROKERAGE SERVICES, INC. (DRESHER PA)
FL
02/16/1990 - 04/18/1995
INVESTACORP, INC. (MIAMI FL)
AZ
11/19/1989 - 03/14/1990
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
04/21/1987 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
BC
Issued 10/24/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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