TB
TB

Thomas Brown

7 Years of Experience
Morristown, NJ
Broker

Thomas Brown is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Morristown, NJ, with 7 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

67 E Park Pl, Ste 750, Morristown, NJ, 07960

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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

Thomas is a Vice President/Wealth Advisor at Eagle Rock Wealth Management and a Senior Vice President, Wealth Advisor at Greenberg & Rapp Financial. He dedicates nearly full-time hours to sales/service of investment products and servicing clients at both firms.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2025 - Present · 1 yr 1 mo
Raymond James Financial Services, INC.Broker
August 2025 - Present · 1 yr 1 mo
Previous Registrations
M Holdings Securities, INC.
June 2019 - August 2025 · 6 yrs 2 mos
M Holdings Securities, INC.Broker
January 2019 - August 2025 · 6 yrs 7 mos
State Registrations14 states
AZCTDCFLMANCNJNVNYPARITNWAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.