J M Brown & Associates, Inc.
● SEC registered since 2024CRD 118427SEC# 801-130747Tulsa, OK
Reg. AUM
$202.1M
Employees
7
Accounts
971
Location
Tulsa, OK
About J M Brown & Associates
J M Brown & Associates provides financial planning aligned to life seasons spanning foundation, accumulation, retirement, and legacy stages. It offers tailored saving and investment strategies, Social Security and Medicare guidance in retirement, and ongoing advisory support through each phase.
Summary based on the firm’s website.
J M Brown & Associates, Inc. assets under management
J M Brown & Associates, Inc. is a registered investment adviser overseen by the SEC based in Tulsa, OK. The firm has been registered since 2024. It reports $202.1 million in regulatory assets under management and employs 7 people.
J M Brown & Associates, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ronald Alan Brown Control | President And Chief Compliance Officer | Over 75% | 2011 |
Frequently asked questions
How much does J M Brown & Associates, Inc. manage?
J M Brown & Associates, Inc. reports $202.1 million in regulatory assets under management on its Form ADV.
How many employees does J M Brown & Associates, Inc. have?
J M Brown & Associates, Inc. reports 7 employees.
Where is J M Brown & Associates, Inc. located?
J M Brown & Associates, Inc. is based in Tulsa, OK and has been SEC-registered since 2024.
Does J M Brown & Associates, Inc. disclose fund performance?
J M Brown & Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7060 S. Yale, Suite 701, Tulsa, OK 74136-5740 |
| Phone | 918-496-5460 |
| Fax | 918-496-5160 |
| Office hours | After 10:00 a.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$202.1M▲ 28%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 74%
Larger than 26% of 16,369 advisers
EmployeesTop 51%
More than 49% of 16,804 advisers
Assets under management
$202.1Mregulatory AUM
Discretionary $201.7MNon-discretionary $423K