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Jeremy Rouse Brown

Vanderbilt Advisory Services

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About Jeremy Rouse Brown

Jeremy Brown is a financial advisor with Vanderbilt Advisory Services. Jeremy has been in the industry since 2006. Jeremy has been registered with the Securities and Exchange Commission (SEC) since 2012. Jeremy holds FINRA Series 66, 7 and SIE licenses. Jeremy is registered in 14 states. Jeremy provides financial planning, portfolio management for individuals and businesses. Jeremy is an active member of several community organizations including the Carson Gardena Dominguez Rotary Club, the Gardena Carson Family YMCA, and the Friends of Cabrillo Marine Aquarium.

Firm Information

Jeremy Brown is currently registered with Vanderbilt Advisory Services. Vanderbilt Advisory Services is an investment advisory firm headquartered in Woodbury, New York. They provide financial planning, portfolio management for individuals and businesses, and have over $1 billion to $10 billion in assets under management. They serve a wide range of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans.
Vanderbilt Advisory Services

125 FROEHLICH FARM BLVD.

WOODBURY, NY 11797

$1.62B

Assets Under Management

64

Total Clients

123

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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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Jeremy Brown’s Registration & Firm History

NY

02/02/2023 - Present

Vanderbilt Advisory Services (WOODBURY NY)

CA

02/02/2012 - 03/28/2019

RAYMOND JAMES FINANCIAL SERVICES, INC. (TORRANCE CA)

CA

08/30/2006 - 01/05/2012

EDWARD JONES (CARSON CA)

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Licenses & Designations

BOTH

Issued 09/08/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/29/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jeremy Rouse Brown. Review regulatory record here.
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