Justin
Brownlee
Brownlee Wealth Management
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About this Advisor
Justin Brownlee is a financial advisor based in Spring, Texas, working with Brownlee Wealth Management. Justin has previously held positions at Student Mobilization, Valic Financial Advisors, Inc, Fidelity Investments, and Brownlee Wealth Management. Justin has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Justin is part of Brownlee Wealth Management, which operates out of Spring, Texas. The firm has 2 offices and 3 employees. The firm manages assets totaling $212.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Brownlee Wealth Management includes hourly and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Brownlee Wealth Management Brokerage Details
$211,952,611
3
218
$972,260
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Justin Brownlee Work History
Brownlee Wealth Management
Fidelity Investments
Fidelity Investments
Valic Financial Advisors, Inc
Student Mobilization
Disclosures
Please visit the SEC profile of Justin Brownlee 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 Brownlee Wealth Management
Spring, TX
Spring, TX
Spring, TX
The content in this profile was updated by SmartAsset on 6/19/2024. 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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