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William Raymond Tennant

J M Brown Financial Partners

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About William Raymond Tennant

William Tennant is a Certified Financial Planner with over 20 years of experience in the financial services industry. William's career has included time at Securities America, Inc. and Investacorp, Inc. William is currently registered with J M Brown Financial Partners and holds Series 6, 7, 63 and 65 licenses. William specializes in providing financial planning, pension consulting, and portfolio management services to individuals, families, and businesses. William Tennant has an active license in Oklahoma and is a Certified Public Accountant who provides tax preparation services.

Firm Information

William Tennant 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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William Tennant’s Registration & Firm History

OK

01/01/2025 - Present

J M Brown Financial Partners (TULSA OK)

OK

03/26/2003 - 11/29/2013

SECURITIES AMERICA, INC. (TULSA OK)

FL

11/07/1996 - 04/11/2003

INVESTACORP, INC. (MIAMI FL)

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Licenses & Designations

IA

Issued 04/09/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/06/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/19/1998

Series 7 - General Securities Representative Examination

BC

Issued 11/06/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Raymond Tennant.
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