Jay
Branson
Branson Fowlkes Russell Inc
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About this Advisor
Jay Branson is a certified financial planner who works in Houston, Texas who has 18 years of industry experience. Branson is on the advisory team at Branson Fowlkes Russell Inc. Throughout their career, Branson has worked at Branson, Fowlkes & Co, Inc and Triad Advisors, Inc. Branson has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in Texas. Branson Fowlkes Russell Inc is an advisory business operating out of Houston, TX. It manages $788 thousand in assets across its one client accounts, making it one of the smaller firms in the United States by assets under management. Of its one customer accounts, 100% belong to high-net-worth clients who have at least $1 million in assets. The business has a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial management fees typically depend on which services the firm provides the client. Fee types billed by Branson Fowlkes Russell Inc can be comprised of any combination of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Branson Fowlkes Russell Inc Brokerage Details
$788,301
6
1
$788,301
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Jay Branson Work History
Jay has been registered as a financial advisor for 18 years.*
Triad Advisors, Inc
Branson, Fowlkes & Co, Inc
*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 Jay Branson 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 Branson Fowlkes Russell Inc
Houston, TX
Houston, TX
Houston, TX
Houston, TX
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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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.
