Jack David Brown
Professional Summary
Jack David Brown, who also goes by Jack D Brown, is a registered financial advisor currently at AVIANCE CAPITAL PARTNERS LLC located in Naples, Florida. Jack is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jack has worked at 5 firms and has passed the Series 63, Series 16 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jack D Brown
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
27 years in the financial services industry
Current & Past Employments
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AUSDAL FINANCIAL PARTNERS, INC.
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Current Firm
AVIANCE CAPITAL PARTNERS LLC
Contact Information
Main Address
2180 Immokalee Road, #301, Naples, FL 34110-1407Phone Number
(239) 598-4747# of Employees
11SEC notice filing (20 States and Territories)
Registered to provide investment advisory services in 20 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
974AUM (Assets Under Management)
$1,125,638,667Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/24/2025 | Cover Page | Report |
| 09/24/2024 | Cover Page | Report |
| 10/26/2023 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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AUSDAL FINANCIAL PARTNERS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
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Primary Firm SEC Registration
AVIANCE CAPITAL PARTNERS LLC
State Registrations and Notice Filings
(12/1/2011)
(10/4/2017)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Jack David Brown's CRS (Customer Relationship Summary).
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