J M Brown Financial Partners

$202.1MAssets under management
as of May 2026 · SEC Form ADV
Tulsa, OK
Visit website
6 people on Advicer connected to this.

Tech stack

No one at J M Brown Financial Partners has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $35M held · filed Aug 2024
American Funds
Per Form ADV · $11M held · filed Aug 2024