J M Brown Financial Partners

J M Brown Financial Partners is a Registered Investment Advisor established in 2000 and rebranded in 2012, based in Oklahoma and owned by Ronald Brown. The firm specializes in providing comprehensive financial planning services tailored to individual client needs, focusing on areas such as assets, income, taxes, insurance, retirement, estate planning, and investment objectives. The firm offers investment management services involving active management with discretionary authority, allowing trades aligned with client goals and risk tolerance. Clients have the option to choose a portfolio based on asset allocation managed by JMB, with fees charged as a percentage of assets under management or a fixed annual fee. The firm also offers financial planning advisory services on an hourly, fixed fee, or annual retainer basis. J M Brown Financial Partners does not charge performance-based fees and primarily serves "main street" individuals, high net worth, accredited investors, qualified clients, and qualified purchasers. The minimum investment amount is $50,000, and the firm emphasizes a fiduciary duty to clients. The firm's investment philosophy focuses on appreciation of principal and maximizing current income within prudent risk-taking. The firm utilizes fundamental analysis and may recommend leveraged and inverse funds for clients with high-risk tolerance. The firm does not vote proxies on behalf of clients and maintains custody practices in compliance with regulations. The firm's advisors are also registered representatives of Purshe Kaplan Sterling Investments, offering brokerage services. The firm's advisors have various educational backgrounds and certifications, including CFP and CPA designations. Ronald A. Brown serves as the President and Chief Compliance Officer, overseeing the firm's activities.