Katherine
Brown
Joss Brown Wealth Advisors
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About this Advisor
Katherine Brown is a financial advisor based in Newport News, Virginia, working with Joss Brown Wealth Advisors. Katherine has previously held positions at The Advisory Firm Of Katherine L Brown, LLC, Joss Brown Wealth Advisors, LLC, and Joss Brown Wealth Advisors Group LLC. Katherine has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Virginia. Currently, Katherine is part of Joss Brown Wealth Advisors, which operates out of Newport News, Virginia. The firm has 1 office and 5 employees. The firm manages assets totaling $115.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Joss Brown Wealth Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Joss Brown Wealth Advisors Brokerage Details
$115,670,859
5
490
$236,063
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Katherine Brown Work History
Joss Brown Wealth Advisors Group LLC
Joss Brown Wealth Advisors, LLC
The Advisory Firm Of Katherine L Brown, LLC
Disclosures
Please visit the SEC profile of Katherine 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 Joss Brown Wealth Advisors
Williamsburg, VA
Williamsburg, VA
Newport News, VA
Newport News, VA
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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.
