Jon-Paul
Brown
Rfg Advisory, LLC
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About this Advisor
Jon-Paul Brown is a financial advisor based in Saint Louis, Missouri, working with Rfg Advisory, LLC. Jon-Paul has previously held positions at Wells Fargo Advisors LLC, Pnc Investments, Pnc Bank, Rfg Advisory, Lpl Financial, LLC, Private Client Services, and Rfg Advisory, LLC Dba Balancepoint Financial. Jon-Paul has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Missouri and Texas. Currently, Jon-Paul is part of Rfg Advisory, LLC, which operates out of Saint Louis, Missouri. The firm has 46 offices and 195 employees. The firm manages assets totaling $3.9 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, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Rfg Advisory, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Rfg Advisory, LLC Brokerage Details
$3,859,253,984
195
17,871
$215,951
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jon-Paul Brown Work History
Rfg Advisory, LLC Dba Balancepoint Financial
Private Client Services
Rfg Advisory
Lpl Financial, LLC
Lpl Financial, LLC
Pnc Investments
Pnc Bank
Wells Fargo Advisors LLC
Disclosures
Please visit the SEC profile of Jon-Paul 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 Rfg Advisory, LLC
Birmingham, AL
Saint Louis, MO
Birmingham, AL
Brentwood, TN
Colorado Springs, CO
Saint Petersburg, FL
Birmingham, AL
Saint Louis, MO
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