Icma Retirement Corporation
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About this Advisor
Jeffrey Brown is a certified financial planner located in Washington, D.C. Currently a registered financial advisor with Icma Retirement Corporation, Brown has 11 years of professional experience. Brown maintains Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Brown can advise investors based out of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Idaho, Illinois, Indiana, Iowa, Kentucky, Louisiana, Maine, Maryland, Michigan, Minnesota, Mississippi, Missouri, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, North Carolina, North Dakota, Oklahoma, Pennsylvania, Rhode Island, South Carolina, Connecticut, Delaware, Florida, Washington, D.C., Georgia, Hawaii, Massachusetts, Montana, Oregon, Kansas, Ohio, South Dakota, Texas, Utah, Vermont, Washington, West Virginia, Wisconsin and Virginia. Throughout their career, they have worked at Merrill Lynch, Pierce, Fenner & Smith Inc : 7691, New York Life Insurance Co, Nylife Securities LLC, Egale Strategies LLC and Icma Retirement Corporation. Icma Retirement Corporation is headquartered in Washington, D.C. Overall, Icma Retirement Corporation manages $47 billion in assets across 57 client accounts and employs more than 865 people. The amount of assets the firm manages makes it one of the largest firms in the country. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. None of the advisory firm's 57 clients are deemed high-net-worth individuals, who are defined as investors who have greater than $1 million in capital. Icma Retirement Corporation offers financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and educational seminars. The firm may charge clients asset-based and fixed fees.
Certifications and Registrations
Years of Experience
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Icma Retirement Corporation Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Jeffrey Brown Work History
Jeffrey has 11 years of experience.
Icma Retirement Corporation
Egale Strategies LLC
New York Life Insurance Co
Nylife Securities LLC
Merrill Lynch, Pierce, Fenner & Smith Inc : 7691
Jeffrey Brown has no disclosures.
Please visit their SEC profile for more details.