Jason Browne (CRD# 2624951) is an Investment Advisor Representative working at Alexis Investment Partners, LLC in Montgomery, TX and has over 28 years of experience in the finance industry.
CRD# 5776541
Equitable Advisors, LLC
CRD# 1492644
Cetera Investment Advisers LLC
CRD# 4513869
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Alexis Investment Partners, LLC | Montgomery, TX | Jun 2021 - Current | 2 |
| Sowell Management Services | North Little Rock, AR | Apr 2019 - Jul 2021 | 2 |
| Fundx Investment Group | San Francisco, CA | Jul 2000 - Apr 2019 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1995 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1995 |
- TX
-
Total Assets Under Management160MILLIONS
-
Total Number of Accounts217ACCOUNTS
-
Average Account Value$737,293
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, CT, FL, MA, NC, NJ, NY, PA, SD, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.