Unclaimed
Justin Brown is a financial advisor with Edward Jones, a firm that has been serving clients for over 100 years. Justin has been in the financial services industry for 16 years, working for a variety of firms, including Merrill Lynch, New York Life, TD Ameritrade, and BOK Financial Securities, Inc. He is committed to helping clients reach their financial goals and has a strong understanding of a variety of financial products and services. Justin is registered to sell securities in Alabama, Florida, Georgia, Illinois, Iowa, Louisiana, New York, Oklahoma, Oregon, Texas, and Utah. He is a member of the Financial Industry Regulatory Authority (FINRA) and holds a variety of licenses and certifications including Series 7, 6, 9, 10, 63, and 66. Justin is a dedicated advisor and focuses on helping clients plan for their future.
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.
See schedule d - miscellaneous
1
2
TX
06/03/2022 - Present
Edward Jones (MCKINNEY TX)
TX
02/19/2019 - 06/15/2022
BOK FINANCIAL SECURITIES, INC. (Plano TX)
TX
10/17/2018 - 03/04/2019
TD AMERITRADE, INC. (Southlake TX)
TX
09/10/2018 - 10/10/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MCKINNEY TX)
TX
10/17/2017 - 09/07/2018
NYLIFE SECURITIES LLC (FRISCO TX)
TX
07/18/2006 - 07/11/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
BOTH
Issued 10/31/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/25/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/29/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2007
Series 7 - General Securities Representative Examination
BC
Issued 07/17/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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