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Rebekah Linn Andersen

J M Brown Financial Partners

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About Rebekah Linn Andersen

Rebekah Linn Andersen is a registered investment advisor representative at J M Brown Financial Partners, a firm based in Tulsa, Oklahoma. Rebekah has been working in the financial industry since 2015. Rebekah is licensed to offer investment advice in Oklahoma. Rebekah specializes in providing financial planning and portfolio management services to individuals and pension and profit-sharing plans.

Firm Information

Rebekah Andersen is currently registered with J M Brown Financial Partners. J M Brown Financial Partners is an investment advisor based in Tulsa, OK, registered with the SEC. They manage approximately $120 million in assets for 716 clients, primarily individuals, families, and pension plans. The firm provides financial planning, portfolio management, and selection of other advisors.
J M Brown Financial Partners

7060 S. YALE

TULSA, OK 74136-5740

$120.00M

Assets Under Management

Not reported

Total Clients

4

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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Rebekah Andersen’s Registration & Firm History

OK

12/06/2024 - Present

J M Brown Financial Partners (TULSA OK)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rebekah Linn Andersen.
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