JB
Jonathan N. Browning
ACORN FINANCIAL ADVISORY SERVICES
RESTON, VA 20191
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CRD#: 2608532
JB
Professional summary
Jonathan Neil Browning, AIF®, who also goes by Jon Browning, is a registered financial advisor currently at ACORN FINANCIAL ADVISORY SERVICES, INC. located in Reston, Virginia and GREAT POINT CAPITAL LLC located in Reston, Virginia.
Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Jonathan has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jon Browning
Other business activities
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.
1) INDEPENDENT INSURANCE AGENT,NO,1875 CAMPUS COMMONS DRIVE SUITE 100 RESTON VA 20191,FIXED INSURANCE SALES,INDEPENDENT INSURANCE AGENT,2005,10-15 HOURS/MONTH, 1 DURING TRADING,SALES OF FIXED INSURANCE PRODUCTS. This is investment related. 2) Investment Adviser Representative with Acorn Financial - 1875 CAMPUS COMMONS DRIVE SUITE 100 RESTON VA 20191,FIXED INSURANCE SALES,INDEPENDENT INSURANCE AGENT,2017, 150 HOURS/MONTH, 1 DURING TRADING,SALES OF FIXED INSURANCE PRODUCTS. This is investment related.
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Neil Browning's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
March 21, 2017 - Present
ACORN FINANCIAL ADVISORY SERVICES, INC.
Office #1: 1900 Campus Commons Drive Suite 600, Reston, VA 20191RIA
CRD#: 116763
RESTON, VA
Current
June 17, 2021 - Present
GREAT POINT CAPITAL LLC
Office #1: 1900 Campus Commons Drive Suite 600, Reston, VA 20191BD
CRD#: 114203
Reston, VA
Past
March 10, 2017 - June 17, 2021
THE STRATEGIC FINANCIAL ALLIANCE, INC.
BD
CRD#: 126514
RESTON, VA
Past
November 10, 2003 - March 13, 2017
VOYA FINANCIAL ADVISORS, INC.
RIA
CRD#: 2882
MANASSAS, VA
Past
November 21, 1997 - August 29, 2003
J.P. ATKINSON & ASSOCIATES, INC.
RIA
CRD#: 111187
VIENNA, VA
Past
May 3, 1995 - March 13, 2017
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
MANASSAS, VA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AF
ACORN FINANCIAL ADVISORY SERVICES, INC.
ACORN FINANCIAL ADVISORY SERVICES, INC. | THE STRATEGIC FINANCIAL ALLIANCE, INC. | SMITH & ATKINSON | RAUSCH FINANCIAL | PETER J. E. GROSE DBA ACORN FINANCIAL ADVISORY SERVICES, INC. | OLD DOMINION INVESTMENT & RETIREMENT SERVICES | KEITH CULBERTSON & ASSOCIATES, INC. | KC&A FINANCIAL SERVICES | K. O'SHAUGHNESSY DBA ACORN FINANCIAL SERVICES | HERITAGE FINANCIAL | H.W. REINHARDT & CO. | COOKE CAPITAL | CANTO, RAUSCH, DECK & CO., P. C. | ALLEGIANCE FINANCIAL | ACORN FINANCIAL SERVICES, INC. | ACORN FINANCIAL SERVICES
CRD#: 116763 / SEC#: 801-66477
RIA
Registered Investment Advisory firm - (5/1/2006 Approved)District of Columbia
Registered Investment Advisory firm - (7/20/2006 Terminated)Maryland
Registered Investment Advisory firm - (8/10/2006 Terminated)Pennsylvania
Registered Investment Advisory firm - (8/2/2006 Terminated)Virginia
Registered Investment Advisory firm - (7/20/2006 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(9/2/2021)
RR
Connecticut(9/3/2021)
RR
Florida(11/23/2021)
RR
Maryland(6/17/2021)
RR
Michigan(12/6/2024)
RR
Montana(6/17/2021)
RR
North Carolina(12/18/2022)
RR
Pennsylvania(11/15/2021)
RR
Texas(9/2/2021)
IAR
Texas(11/18/2021)
IAR
Virginia(3/21/2017)
RR
Virginia(6/17/2021)
RR
Washington(9/2/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AF
ACORN FINANCIAL ADVISORY SERVICES, INC.
ACORN FINANCIAL ADVISORY SERVICES, INC. | THE STRATEGIC FINANCIAL ALLIANCE, INC. | SMITH & ATKINSON | RAUSCH FINANCIAL | PETER J. E. GROSE DBA ACORN FINANCIAL ADVISORY SERVICES, INC. | OLD DOMINION INVESTMENT & RETIREMENT SERVICES | KEITH CULBERTSON & ASSOCIATES, INC. | KC&A FINANCIAL SERVICES | K. O'SHAUGHNESSY DBA ACORN FINANCIAL SERVICES | HERITAGE FINANCIAL | H.W. REINHARDT & CO. | COOKE CAPITAL | CANTO, RAUSCH, DECK & CO., P. C. | ALLEGIANCE FINANCIAL | ACORN FINANCIAL SERVICES, INC. | ACORN FINANCIAL SERVICES
CRD#: 116763 / SEC#: 801-66477
RIA
Registered Investment Advisory firm - (5/1/2006 Approved)District of Columbia
Registered Investment Advisory firm - (7/20/2006 Terminated)Maryland
Registered Investment Advisory firm - (8/10/2006 Terminated)Pennsylvania
Registered Investment Advisory firm - (8/2/2006 Terminated)Virginia
Registered Investment Advisory firm - (7/20/2006 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1900 Campus Commons Drive Suite 600, Reston, VA 20191
Mailing Address
Phone number
(703) 293-3100
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (29 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 5,179 |
| AUM (Assets Under Management) | $ 1,234,541,815 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/08/2025 | ||
| 01/10/2025 | ||
| 12/18/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
