JB
JB
Jeffrey Brown
33 Years of Experience
Vail, CO
2 Disclosures
Jeffrey Brown is a registered investment advisor at Bell & Brown Wealth Advisors, LLC, based in Vail, CO, with 33 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 505 clients with $490M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
505 clients
Average Client Portfolio
$964K average
Assets Under Management
$486.8M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum fee is 1.50%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Vail, CO
Get directionsHistory
Regulatory History (2)
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Customer Dispute
December 2004Denied
Customer Dispute
March 2002Denied
Employment History
Current Registrations
Bell & Brown Wealth Advisors, LLC
May 2015 - Present · 11 yrs
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
July 2015 - June 2016 · 11 mos
RBC Capital Markets, LLC
August 2006 - June 2015 · 8 yrs 10 mos
RBC Capital Markets, LLCBroker
August 2006 - June 2015 · 8 yrs 10 mos
Citigroup Global Markets INC.
July 1997 - August 2006 · 9 yrs 1 mo
Citigroup Global Markets INC.Broker
August 1992 - August 2006 · 14 yrs
State Registrations2 states
CATX
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.