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JB

Jason T. Brown

BREX TREASURY LLC
Salt Lake City, UT 84101-2380
Some features on this profile are disabled
CRD#: 2794246
JB

Professional summary

Jason Trevor Brown, who also goes by Jason Trevor Brown, is a registered financial professional currently at BREX TREASURY LLC located in Salt Lake City, Utah.

Jason is registered as a RR (Registered Representative) and started their career in finance in 1996. Jason has worked at 7 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 24, Series 9 and Series 10 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jason Trevor Brown

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jason Trevor Brown'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®
None

Experience

Current

September 19, 2023 - Present

BREX TREASURY LLC

Office #1: 650 South 500 West, Suite 300, Salt Lake City, UT 84101-2380
BD
CRD#: 299606
Salt Lake City, UT
Past

April 13, 2022 - August 13, 2023

SVB INVESTMENT SERVICES INC.

BD
CRD#: 168116
SAN FRANCISCO, CA
Past

March 8, 2019 - May 21, 2021

CARTA SECURITIES, LLC

BD
CRD#: 282086
SAN FRANCISCO, CA
Past

April 4, 2014 - May 12, 2017

MORGAN STANLEY

BD
CRD#: 149777
SOUTH JORDAN, UT
Past

November 1, 2000 - May 23, 2002

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

July 26, 1999 - November 1, 2000

MORGAN STANLEY DEAN WITTER ONLINE INC.

BD
CRD#: 34925
SAN FRANCISCO, CA
Past

December 18, 1996 - June 16, 1999

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SMITHFIELD, RI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 9/5/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 5/12/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/3/2014
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 5/21/2020
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 9
Date: 4/8/2016
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 10
Date: 3/7/2016
General Securities Sales Supervisor - General Module Examination
SRO Registrations
RR
FINRA

Current Firm

BT
BREX TREASURY LLC
BREX TREASURY LLC

CRD#: 299606 / SEC#: , 8-70251

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information

Main Address
650 South 500 West Suite 300, Salt Lake City, UT 84101-2380
Mailing Address
650 South 500 West Suite 300, Salt Lake City, UT 84101-2380
Phone number
(551) 284-3958
Established
Delaware since 11/01/2018
Firm type
Limited Liability Company
Fiscal year end
January
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
BREX INC.PARENT COMPANY
BROWN, JASONCHIEF COMPLIANCE OFFICER2794246
MOORE, KEVIN RICHARDCHIEF FINANCIAL OFFICER7192007
ZHOU, ERIKPRESIDENT, PRINCIPAL OF OPERATIONS, PFO5166236

Disclosures

Regulatory Event1

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.

Company Information

BREX TREASURY LLC

CRD#: 299606Salt Lake City, UT 84101-2380

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