Jeffrey Brown, financial advisor San Diego CA

Jeffrey Brown

CRD Number: 4864646
Current Firm: Scf Investment Advisors, Inc.

Jeffrey Brown (CRD# 4864646) is an Investment Advisor Representative working at Scf Investment Advisors, Inc. in San Diego, CA and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Scf Investment Advisors, Inc. Fresno, CA Sep 2019 - Current 4
Infinity Accounting & Tax Specialists, Plc Mesa, AZ Dec 2008 - Current 15
Global View Capital Management, Ltd. Waukesha, WI Jan 2018 - Sep 2019 1
Global View Capital Insurance, Ltd. Waukesha, WI Nov 2017 - Sep 2019 1
Global View Capital Advisors, Ltd. Waukesha, WI Nov 2017 - Sep 2019 1
Infinity Wealth Managment, LLC Mesa, AZ Aug 2016 - Nov 2017 1
Williams Advisory Group Mesa, AZ Nov 2015 - Sep 2016 < 1
Taylor Capital Management Woodstock, GA May 2011 - Nov 2015 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2013
S66 NASAA Uniform Combined State Law Examination Jan 2005
Contact Info for Jeffrey D. Brown
Phone Number: 559-456-6100
Registered State(s):
  • AZ
  • TX
By the Numbers
  • Total Assets Under Management
    1,771
    MILLIONS
  • Total Number of Accounts
    7,762
    ACCOUNTS
  • Average Account Value
    $228,213
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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