Jean
Brown
Captrust
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About this Advisor
Jean Brown is a financial advisor based in Tampa, Florida, working with Captrust. Jean has previously held positions at Invest Financial Corp, Calton & Associates, Inc, Aspire Financial Services, Capfinancial Partners LLC (Captrust), and Capfinancial Securities LLC. Jean has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Jean is part of Captrust, which operates out of Tampa, Florida. The firm has 69 offices and 1,554 employees. The firm manages assets totaling $852.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Captrust includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Captrust Brokerage Details
$852,173,054,617
1,554
100,603
$8,470,653
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
Capfinancial Partners LLC (Captrust)
Capfinancial Securities LLC
Calton & Associates, Inc
Aspire Financial Services
Invest Financial Corp
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
Sanford, NC
Boston, MA
Lone Tree, CO
San Antonio, TX
Raleigh, NC
New Hyde Park, NY
Sacramento, CA
Boerne, TX
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