PrintPrint

Home

About Us

J M Brown Financial Partners is a Registered Investment Adviser providing comprehensive financial planning services to the extent mutually agreed with the client through careful financial analysis, design, implementation and service.

Learn More....

Our Mission

We work as a facilitator by helping individuals identify their goals and objectives and then come up with the strategies, tools and techniques to help them obtain their Perfect Calendar---What They Always Wanted to do in Life.

Our Services

  • Financial Planning
  • Investment Planning
  • Asset Management
  • Retirement Planning
  • Income and Distribution Planning
  • Education Funding
  • Charitable Giving
  • Elder and Long-Term Care Planning
  • Solutions for Owners of Closely held Businesses
  • Employee Benefits & Qualified Retirement Planning for Businesses
  • Insurance Strategies

The following video gives you a better explanation of what we call price trend portfolio management. At J M Brown Financial Partners we are big believers in  utilizing different investment strategies within a client's portfolio. We have teamed up with a research firm, Edgetech Analytics  to develop an Algorithm process for managing assets. This is one of the many strategies used by our firm.

 

Ronald Brown and James M. Brown, CFP® and are Investment Adviser Representatives of J M Brown Financial Partners, a Registered Investment Adviser.
Ronald Brown is registered to offer securities in the following states: AR, CA, FL, IL, KS, MN, MO, NC, NY, OH, OK, TX.
 

Securities Offered through Purshe Kaplan Sterling Investments. Headquartered at 18 Corporate Woods Blvd, Albany, NY 12211. Telephone: (800) 801-6851. Member FINRA/SIPC.

Purshe Kaplan Sterling Investments and its representatives do not provide tax or legal advice. Please consult an appropriate professional about your specific situation.   J M Brown Financial Partners is located at 7060 South Yale, Suite 701, Tulsa, OK 74136.

NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINICPAL NOT INSURED BY ANY STATE OR FEDERAL AGENCY.​

Website Design For Financial Services Professionals | Copyright 2014 AdvisorWebsites.com. All rights reserved