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Brandon Flynn

25 Years of Experience
Jacksonville, FL
2 DisclosuresBroker

Brandon Flynn is a registered investment advisor at Ameriprise Financial Services, LLC, based in Jacksonville, FL, with 25 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

6817 Southpoint Pkwy Ste 1001, Jacksonville, FL, 32216

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History

Regulatory History (2)
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.
Customer Dispute
July 2013
Denied
Criminal
February 1993
Final Disposition
Other Business Activities

Brandon owns commercial real estate and is involved in several businesses including JBJ Realty LLC, Brandon M Flyn sole proprietor, JBJ Financial LLC, JB Florida Enterprises LLC, and JB Real Estate LLC. These businesses handle payroll, office expenses, and the financial advisory business operations, taking minimal time each month.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
September 2016 - Present · 9 yrs 8 mos
Ameriprise Financial Services, LLC
September 2016 - Present · 9 yrs 8 mos
Ameriprise Financial Services, LLCBroker
September 2016 - Present · 9 yrs 8 mos
Previous Registrations
Msi Financial Services, INC.
May 2007 - September 2016 · 9 yrs 4 mos
Msi Financial Services, INC.Broker
February 2001 - September 2016 · 15 yrs 7 mos
Metropolitan Life Insurance CompanyBroker
February 2001 - July 2007 · 6 yrs 5 mos
State Registrations20 states
ALARCOFLGAILKYLAMENCNJNYOHORPASCTNTXVAWA
AdvisorBrokerBoth

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.