J M BROWN FINANCIAL PARTNERS
SEC RegisteredAligning Your Money With the Life You Want to Live
About the firm
J M Brown Financial Partners helps clients navigate life's financial seasons with confidence, dividing financial planning into Foundation, Accumulation, Retirement, and Legacy phases. Their advisory team boasts over 100 years of combined experience and currently serves over 500 clients.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning services organized around life stages including Foundation (early adulthood savings and investing), Accumulation (growing assets, retirement plans, risk and tax management), Retirement (managing savings, withdrawals, Social Security and Medicare benefits), and Legacy (ensuring reliable retirement income and estate or charitable planning). Preliminary recommendations are complimentary.
Who they serve
Individuals across all stages of life, from early adulthood through retirement and legacy planning, currently serving over 500 clients.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 129 | $147M |
| High Net Worth Individuals | 372 | $55M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. J M BROWN FINANCIAL PARTNERS 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 the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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