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J M BROWN FINANCIAL PARTNERS
J M BROWN & ASSOCIATES, INC.
CRD 118427 · SEC 801-130747
7060 S. YALE, SUITE 701, TULSA, OK, 74136-5740, United States
Phone
918-496-5460
Fax
918-496-5160
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$202.1M
Discretionary AUM
$201.7M
Team
7 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-05-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 129 | $147.5M |
| High net worth individuals | 372 | $54.6M |
States served
OK
All web addresses on file
Official SEC filing: View on IAPD