Jason Patrick Seney
Investment Adviser Representative at Brown | Miller Wealth Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jason Patrick Seney is an investment adviser representative with Brown | Miller Wealth Management, LLC in Mclean, VA, where they have been registered since 2024. They have worked in the securities industry since 2016 and were previously registered with Morgan Stanley. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 7 (general securities representative). They are registered to provide investment advice in Texas and Virginia.
Office
Advisors at this office: 11
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas, Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Morgan StanleyMay 2013 – May 2018Bethesda, MD
- Morgan StanleyMay 2018 – Jan 2020Bethesda, MD
- Morgan StanleyJan 2020 – Oct 2021Bethesda, MD
- Chevy Chase TrustOct 2021 – Dec 2023Bethesda, MD
- UnemployedDec 2023 – Jun 2024Bethesda, MD
- Brown Miller Wealth ManagementJun 2024 – no end date reportedMclean, VA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Brown | Miller Wealth Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $500,000 (waivable)
- First $500,0001.25%
- Next $500,0001.00%
- Next $1,000,0000.85%
- Next $1,000,0000.75%
+3 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Full-service wealth management including retirement planning, investment management services, financial planning, and custom investment strategies delivered through a three-step Discover-Design-Deliver process.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 11
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Mclean, VA
- Founded:
- 2020
- SEC file number:
- 801-117810
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 15, 2026
View full firm profileOther advisors at Brown | Miller Wealth Management, LLC
10 other advisors in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jason Patrick Seney has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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