TrueAdvisor
TrueAdvisor
JB
JB

Jeannan Brewer

Kingswood Wealth Advisors, LLC
25 Years of Experience
Pensacola, FL
4 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Jeannan Brewer is a registered investment advisor at Kingswood Wealth Advisors, LLC, based in Pensacola, FL, with 25 years of industry experience. Jeannan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 11,425 clients with $3.8B in assets under management.

Kingswood Wealth Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
123 advisors
Number of Clients
11,425 clients
Average Client Portfolio
$333K average
Assets Under Management
$3.8B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees range up to 2.5% annually and are fully negotiable. Different financial advisors may utilize different fee schedules. A platform fee of up to 0.30% may also apply.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3 W Garden St, ste 352, Pensacola, FL, 32502

Get directions

History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
October 2017
Customer Dispute
July 2012
Denied
Customer Dispute
November 2009
Denied
Customer Dispute
December 2007
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jeannan is an investment advisor representative (IAR) at Eudaimonia Advisors LLC and owns Brewer Wealth Management, LLC. She also owns rental real estate and is an insurance representative for PKS Financial and Great American, as well as a representative for Brewer Wealth Management, selling insurance and annuity products, dedicating minimal time to these activities.

Employment History
Current Registrations
Kingswood Wealth Advisors, LLC
July 2024 - Present · 2 yrs 3 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
April 2020 - September 2022 · 2 yrs 5 mos
Eudaimonia Advisors LLC
December 2019 - January 2025 · 5 yrs 1 mo
B Riley Wealth Management
November 2017 - July 2018 · 8 mos
B. Riley Wealth ManagementBroker
November 2017 - July 2018 · 8 mos
Raymond James & Associates, INC.
February 2013 - November 2017 · 4 yrs 9 mos
Raymond James & Associates, INC.Broker
February 2013 - November 2017 · 4 yrs 9 mos
Morgan Keegan & Company, INC.
January 2003 - February 2013 · 10 yrs 1 mo
Morgan Keegan & Company, INC.Broker
April 2001 - February 2013 · 11 yrs 10 mos
Regions Investment Company, INC.Broker
December 1999 - April 2001 · 1 yr 4 mos
State Registrations2 states
FLTX
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.
More Advisors
More financial advisors in Pensacola, FL →All financial advisors in Florida →