Jean
Brown
Captrust
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About this Advisor
Jean Brown is a financial advisor operating in Tampa, Florida with a total of 4 years of relevant experience. Brown is on the advisory team at Captrust. Their career trajectory has included roles at Invest Financial Corp, Calton & Associates, Inc, Aspire Financial Services, Capfinancial Partners LLC (Captrust) and Capfinancial Securities LLC. Brown maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Florida. Captrust is a financial advisory business operating out of Raleigh, NC. The firm has offices in 69 locations and a total of 1,338 employees. It handles $715 billion in assets under management across its 76,254 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 136 charities and foundations. Of its 76,254 client accounts, 33% are associated with high-net-worth individuals who have greater than $1 million in assets. Captrust performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. Fees charged by financial advisors typically vary depending on which service is provided. However, fees billed by Captrust likely include asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Captrust Brokerage Details
$714,587,898,072
1,338
76,254
$9,371,153
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
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Jean Brown Work History
Jean has been registered as a financial advisor for 4 years.*
Capfinancial Partners LLC (Captrust)
Capfinancial Securities LLC
Calton & Associates, Inc
Aspire Financial Services
Invest Financial Corp
*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 Jean 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 Captrust
Leesburg, VA
Raleigh, NC
Raleigh, NC
Raleigh, NC
Brentwood, TN
Bethlehem, PA
Sacramento, CA
Raleigh, 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.
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