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Jenna A Brown

Empirikal Partners LLC

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About Jenna A Brown

Jenna Brown is an investment advisor representative with Empirikal Partners LLC. Jenna has over 9 years of experience in the financial services industry. Jenna specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, and charitable organizations. Jenna is also a licensed independent insurance agent and has experience in sales and service of life, accident, and health insurance.

Firm Information

Jenna Brown is currently registered with Empirikal Partners LLC. Empirikal Partners LLC is an investment advisor registered with the SEC, managing approximately $88 million in assets for 170 clients. They offer financial planning and portfolio management services for individuals, high-net-worth individuals, and charitable organizations.

$88.00M

Assets Under Management

Not reported

Total Clients

9

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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Jenna Brown’s Registration & Firm History

NY

07/17/2023 - Present

Empirikal Partners LLC (SYRACUSE NY)

NY

04/09/2018 - 09/30/2022

LIFEMARK SECURITIES CORP. (Syracuse NY)

NY

08/21/2017 - 02/15/2018

CADARET, GRANT & CO., INC. (LIVERPOOL NY)

NY

10/08/2014 - 08/22/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SYRACUSE NY)

NY

10/03/2012 - 09/25/2014

LPL FINANCIAL LLC (DEWITT NY)

NY

05/09/2012 - 09/28/2012

AXA ADVISORS, LLC (SYRACUSE NY)

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Licenses & Designations

IA

Issued 07/15/2023

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 06/30/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/07/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Jenna A Brown. Review regulatory record here.
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