Jeffrey
Brown

Missionsquare Retirement

CRD#2630649
Investment Advisor
in Washington, DC

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jeffrey Brown is a certified financial planner who works out of Washington, District Of Columbia with 8 years of industry experience. Brown works at Missionsquare Retirement. During their career, Brown has held roles at Nylife Securities LLC, New York Life Insurance Co, Egale Strategies LLC and Icma Retirement Corporation. Brown has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in California, District Of Columbia, Florida, Maryland and Virginia. Missionsquare Retirement is an advisory business operating out of Washington, DC. The company has offices in nine locations and a total of 608 financial advisors. It has $641 million in assets between its one client accounts, making it one of the larger financial advisory firms in the nation by assets under management. The firm provides a few services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management largely depend on which services are offered. Fee types charged by Missionsquare Retirement typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

8 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

777 North Capitol Street Ne, Suite 600
Washington, DC 20002-4240

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Missionsquare Retirement Brokerage Details

Total Assets Under Management

$641,022,740

DC Average: $4,886,152,200
Total Number of Employees

608

DC Average: 60
Total Number of Accounts

1

DC Average: 205
Average Account Size

$641,022,740

DC Average: $23,834,889

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Jeffrey Brown Work History

Jeffrey has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Icma Retirement Corporation

2013 - Present (11 years)

Nylife Securities LLC

2014 - 2015 (1 year)

Egale Strategies LLC

2013 - 2015 (2 years)

New York Life Insurance Co

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jeffrey Brown to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Missionsquare Retirement

Amy Humphrey
Washington, DC
Jeffrey Brown
Washington, DC
Susan Trammel
Washington, DC
Peter Ganey
Washington, DC
Daryl Pereira Dennis
Washington, DC
Jinen Viswakula
Washington, DC
Laura Hancock
Washington, DC
Orlando Cruz
Charlotte, NC

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started