J M Brown Financial Partners

Overview

J M Brown Financial Partners is an independent registered investment adviser organized as a corporation and owner-operated. The firm registered with the SEC in 2024 and serves individual and family clients, positioning itself as both a wealth manager and a capital allocator that can direct assets to third‑party managers. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. The firm charges a mix of fees: a percentage of assets under management, hourly fees, and fixed fees. J M Brown Financial Partners does not identify as an active ESG investor and reports relationships with other industry participants such as investment advisers, accountants, and an insurance company.

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Public Holdings

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Location & Offices