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Ronald Alan Brown

J M Brown Financial Partners

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About Ronald Alan Brown

Ronald Alan Brown has been in the financial services industry since 1995. Ronald Brown is currently a Financial Advisor for J M Brown Financial Partners, and has worked with the firm since 2002. Ronald Brown has a wide range of experience in the industry, having also previously worked for ASKAR CORP., ABN AMRO INCORPORATED, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.

Firm Information

Ronald Brown 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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Ronald Brown’s Registration & Firm History

OK

11/14/2005 - Present

J M Brown Financial Partners (TULSA OK)

OK

08/28/2002 - 12/31/2011

ASKAR CORP. (TULSA OK)

CT

04/16/1997 - 05/02/2002

ABN AMRO INCORPORATED (STAMFORD CT)

NY

12/09/1993 - 01/29/1996

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 11/04/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/02/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/08/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ronald Alan Brown.
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