Jeffrey Brown is a registered investment advisor, based in Omaha, NE, with 4 years of industry experience.
Location
14600 Branch St., Omaha, NE, 68154
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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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Jeffrey works as a Client Service Associate/IAR for CWM, LLC DBA Carson Partners and Carson Group Holdings, operationally supporting advisors. He also works as a packer for Amazon, dedicating a few hours per week.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Cwm, LLC
July 2023 - Present · 2 yrs 10 mos
Previous Registrations
Thrivent Investment Management INC.
September 2021 - June 2023 · 1 yr 9 mos
Thrivent Investment Management INC.Broker
August 2021 - June 2023 · 1 yr 10 mos
State Registrations1 state
NE
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.