Jordan
Brown
Wealth Enhancement Advisory Services, LLC
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About this Advisor
Jordan Brown is a financial advisor based in Milwaukee, Wisconsin, working with Wealth Enhancement Advisory Services, LLC. Jordan has previously held positions at Charles Schwab & Co., Inc, Fifth Third Bank, Charles Schwab Bank, Annex Wealth Management, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services, LLC, Mutual Of Omaha Investor Services, Mutual Of Omaha Insurance Company, Wealth Enhancement Advisory Services, Wealth Enhancement Group, and Wealth Enhancement Brokerage Services. Jordan has passed the Series 66 regulatory exam and is registered to provide services in Wisconsin. Currently, Jordan is part of Wealth Enhancement Advisory Services, LLC, which operates out of Milwaukee, Wisconsin. The firm has 105 offices and manages assets totaling $72.0 billion. The firm 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, educational seminars, and other services. The fee structure at Wealth Enhancement Advisory Services, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wealth Enhancement Advisory Services, LLC Brokerage Details
$72,024,609,099
154,394
$466,499
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Jordan Brown Work History
Wealth Enhancement Advisory Services
Wealth Enhancement Group
Wealth Enhancement Brokerage Services
Mutual Of Omaha Investor Services
Mutual Of Omaha Insurance Company
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Life Insurance Company
Annex Wealth Management
Charles Schwab Bank
Charles Schwab & Co., Inc
Fifth Third Bank
Disclosures
Please visit the SEC profile of Jordan 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 Wealth Enhancement Advisory Services, LLC
Minneapolis, MN
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Parsippany, NJ
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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