Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon-paul? Claim Your ProfileJon-paul Brown is a financial advisor with over 15 years of experience in the financial services industry. Jon-paul is currently registered with RFG Advisory, LLC, and is also registered with the states of Arkansas, Florida, Illinois, Missouri, Texas, and Virginia. Jon-paul's experience includes working with a variety of clients, including individuals, businesses, and trusts. Jon-paul has a strong understanding of financial planning and investment management. Jon-paul is committed to providing his clients with personalized financial advice and services. Jon-paul has held previous roles with LPL FINANCIAL LLC, PNC INVESTMENTS, WELLS FARGO ADVISORS, LLC, NATCITY INVESTMENTS, INC., and ONEAMERICA SECURITIES, INC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
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2
MO
10/14/2020 - Present
RFG Advisory, LLC (Creve Coeur MO)
MO
11/06/2017 - 06/08/2018
LPL FINANCIAL LLC (CREVE COEUR MO)
MO
04/27/2017 - 09/18/2017
LPL FINANCIAL LLC (CREVE COEUR MO)
MO
01/21/2015 - 04/28/2017
PNC INVESTMENTS (ST LOUIS MO)
MO
10/15/2008 - 01/15/2015
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
MO
09/17/2007 - 01/02/2008
NATCITY INVESTMENTS, INC. (CRESTWOOD MO)
MO
10/19/2006 - 10/03/2007
ONEAMERICA SECURITIES, INC. (ST LOUIS MO)
MO
04/18/2006 - 06/01/2006
EDWARD JONES (ST. LOUIS MO)
IA
Issued 06/10/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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