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Jeffrey Leroy Brown

Missionsquare Retirement

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About Jeffrey Leroy Brown

Jeffrey Leroy Brown is a financial advisor who has been in the industry since 1997. Jeffrey is currently registered with Missionsquare Retirement. Jeffrey has previously worked at NYLIFE SECURITIES LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, CITIGROUP GLOBAL MARKETS INC., LEGG MASON WOOD WALKER, INCORPORATED and DMG SECURITIES, INC.. Jeffrey holds the Series 7, Series 63, Series 65 and SIE licenses. Jeffrey specializes in helping individuals and businesses with their financial planning needs.

Firm Information

Jeffrey Brown is currently registered with Missionsquare Retirement. Missionsquare Retirement is an investment advisor headquartered in Washington, DC. The firm manages assets for individuals, high-net-worth individuals, and insurance companies. Missionsquare Retirement has approximately 234 registered representatives and 224 investment advisory professionals.
Missionsquare Retirement

777 NORTH CAPITOL STREET NE, SUITE 600

WASHINGTON, DC 20002-4240

$6.11B

Assets Under Management

694

Total Clients

182

Total Financial Advisors

Services Offered

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeffrey Brown’s Registration & Firm History

DC

07/27/2016 - Present

Missionsquare Retirement (WASHINGTON DC)

MD

08/02/2013 - 09/05/2014

NYLIFE SECURITIES LLC (TIMONIUM MD)

MD

11/02/2007 - 03/08/2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BALTIMORE MD)

MD

02/21/2006 - 11/15/2007

CITIGROUP GLOBAL MARKETS INC. (ANNAPOLIS MD)

MD

05/31/2001 - 02/21/2006

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

MD

09/30/1996 - 08/08/2001

T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)

VA

09/08/1995 - 11/21/1995

DMG SECURITIES, INC. (GREAT FALLS VA)

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Licenses & Designations

IA

Issued 12/27/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/19/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/07/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Leroy Brown.
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