JB
CFP · ChFC
JB
CFP · ChFC

Jeffrey Brown

38 Years of Experience
East Providence, RI
Broker

Jeffrey Brown is a CFP, ChFC-designated registered investment advisor, based in East Providence, RI, with 38 years of industry experience.

Location

1445 Wampanoag Trail, Suite 102, East Providence, RI, 02915

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jeffrey is involved in several business activities, including managing real estate properties, serving as an IAR and owner of Brown Advisory Group, and working as a yoga instructor and bartender. He spends about half his time as an IAR and owner of Brown Advisory Group.

Employment History
Current Registrations
Vanderbilt Securities, LLCBroker
July 2022 - Present · 3 yrs 10 mos
Brown Advisory Group, LLC
May 2006 - Present · 20 yrs
Previous Registrations
Triad Advisors, INC.
May 2006 - May 2007 · 1 yr
Triad Advisors LLCBroker
May 2006 - July 2022 · 16 yrs 2 mos
Tower Square Securities, INC.
January 1998 - April 2006 · 8 yrs 3 mos
Tower Square Securities, INC.Broker
October 1996 - April 2006 · 9 yrs 6 mos
Advantage Capital CorporationBroker
August 1994 - October 1996 · 2 yrs 2 mos
The Lincoln National Life Insurance CompanyBroker
May 1994 - March 2001 · 6 yrs 10 mos
Travelers Equities Sales, INC.Broker
May 1988 - August 1994 · 6 yrs 3 mos
Aetna Life Insurance and Annuity CompanyBroker
February 1988 - May 1988 · 3 mos
State Registrations11 states
CTFLHILAMAMENJNYRISCVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.