J M BROWN FINANCIAL PARTNERS

Overview

J M Brown Financial Partners is an independent registered investment adviser that offers planning and portfolio management primarily to individual and family clients. The firm is SEC-registered (2024) and owned by an individual principal. It charges clients via a mix of percentage-of-AUM fees, hourly billing and fixed fees, and identifies itself as a capital allocator — selecting third‑party managers on behalf of clients. Advisory services listed on the firm’s filing include financial planning, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. The firm reports industry affiliations with other investment advisers, an accounting firm and an insurance company. It does not identify as an active ESG investor and is not structured as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives