JB
JB

Jerred Brown

11 Years of Experience
Hagerstown, MD
Broker

Jerred Brown is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Hagerstown, MD, with 11 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1459 Potomac Ave, Hagerstown, MD, 21742

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jerred is a committee member for the Hagerstown Community Concert Association, an associate/employee and branch manager at Antietam Wealth Management II (taking about half of Jerred's time), and a finance/investment committee member for St. Andrew Presbyterian Church.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
November 2016 - Present · 9 yrs 6 mos
Raymond James Financial Services, INC.Broker
November 2016 - Present · 9 yrs 6 mos
Previous Registrations
Securities America, INC.Broker
February 2016 - November 2016 · 9 mos
Securities America Advisors, INC.
February 2016 - November 2016 · 9 mos
Edward Jones
May 2015 - October 2015 · 5 mos
Edward JonesBroker
February 2015 - October 2015 · 8 mos
First Union Brokerage Services, INC.Broker
August 1998 - March 1999 · 7 mos
State Registrations20 states
ALAZCADCFLINKSLAMDMIMTNCNHNMOHPASCTXVAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Jerred Brown - Financial Advisor | TrueAdvisor