Jason
Brown

Royal Alliance Associates, Inc

CRD#5391532
Investment Advisor
in Flint, MI

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About this Advisor

Jason Brown is a financial advisor who works out of Flint, Michigan, who has been in the industry for 13 years. Brown is an employee of Royal Alliance Associates, Inc. Throughout their career, they have worked at Financial & Tax Planning Inc, Royal Alliance Associates and Financial Planning Advisory Corp. Brown has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in Michigan and North Carolina. Royal Alliance Associates, Inc is a financial advisory company that has its headquarters in Flint, Michigan. The company has offices in 952 locations and a total of 2,965 financial advisors. It manages $17 billion in total assets across its 75,586 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 90 charitable organizations. Of its 75,586 accounts, 17% belong to high-net-worth clients who have at least $1 million in assets available to invest. The company provides a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors usually vary depending on which services are provided. Fees charged by Royal Alliance Associates, Inc likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

G-4080 Miller Road
Flint, MI 48507

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$16,700,637,764

MI Average: $10,121,009,343
Total Number of Employees

2,965

MI Average: 92
Total Number of Accounts

75,586

MI Average: 6,978
Average Account Size

$220,949

MI Average: $1,450,417

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Jason Brown Work History

Jason has 13 years of experience.

2014 - Present (7 years)

Financial Planning Advisory Corp

2007 - Present (14 years)

Financial & Tax Planning Inc

2007 - Present (14 years)

Royal Alliance Associates

Disclosures

Jason Brown has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Royal Alliance Associates, Inc

Marc Edwards
Livingston, NJ
Andrew King
Charlotte, NC
Nicholas Burns
Greenville, OH
Lee Gottlieb
Linwood, NJ
Christopher Dame
Saint George, UT
Annetta Box Taylor
Dallas, TX
Jason Bozard
Virginia Beach, VA
Nicholas Pangakis
Raleigh, NC

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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