JB
Jeannan C. Brewer
KINGSWOOD WEALTH ADVISORS
Pensacola, FL 32502
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CRD#: 4053759
JB
Professional summary
Jeannan Castleberry Brewer, who also goes by Nann Castleberry Brewer, Frances Jeannan Castleberry, is a registered financial advisor currently at KINGSWOOD WEALTH ADVISORS, LLC located in Pensacola, Florida.
Jeannan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jeannan has worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Nann Castleberry Brewer | Frances Jeannan Castleberry
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) 1. Eudaimonia Advisors LLC 2. Investment Related 3. 1791 Bypass Rd, Winchester, TN 37398 4. RIA 5. IAR 6. 9/3/19 7. 160 8. 160 9. Investment 2) 1. Brewer Wealth Management, LLC 2. Investment Related 3. 601 Port Royal Way, Pensacola FL 32502 4. LLC for personal business management 5. Owner 6. 8/1/2019 7. 1 hour 8. 0 hours 9. Payroll and tax filing 3) 1. Brewer Holdings LLC 2. Not investment related 3. 1831 E Three Notch St, Andalusia AL 36420 4. Real Estate Rental 5. Owner 6. March 1, 2013 7. 1 hour/month 8. 0 hours during trading 9. Property owner 4) 1. PKS Financial 2. Investment Related 3. 80 State St, Albany, NY 12207 4. Insurance Carrier 5. Insurance Representative 6. April 2020 7. 3 hours/month 8. 3 hours during trading 9. Service insurance and annuity contracts 5) Great American. Investment Related. 3 W Garden St, Suite 352, Pensacola, FL 32502. Fixed annuity rep. Fixed Annuity/Insurance Rep. 0hrs/mo. Receive trails on existing fixed annuities. 6) Chantarene Home Owners Association; Not Investment Related; 3406 Chantarene Drive, Pensacola, FL 32507; HOA/Vice President; 11/02/2021; 1 hr per month, 0 hours during trading; Preside over meetings in the absence of the President. Impact 100,Is Not Investment Related,"3 W GARDEN ST Suite 352, , Pensacola, FL, 32502, United States",501c3 charitable organization,member,11/20/2024,1 hours per month,1 hours per month during trading hours,No Compensation Compensation,"I am a member, but hold no board position. I have been asked to serve as a representative for a Schwab account which will be used to receive and liquidate securities given as a donation to Impact 100." Brewer Wealth Management,Is Investment Related,"3406 Chantarene Drive, Pensacola FL 32507, Pensacola, FL, FL, 32507, United States",Insurance,Representative,12/1/1999,2 hours per month,2 hours per month during trading hours,Commission Compensation,Insurance/Annuity representative
CRS (Client Relationship Summary) - RIA
Click below to view Jeannan Castleberry Brewer'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®
NoneExperience
Current
July 22, 2024 - Present
KINGSWOOD WEALTH ADVISORS, LLC
Office #1: 3 W Garden St Ste 352, Pensacola, FL 32502RIA
CRD#: 288792
Pensacola, FL
Past
April 22, 2020 - September 12, 2022
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Pensacola, FL
Past
December 18, 2019 - January 22, 2025
EUDAIMONIA ADVISORS LLC
RIA
CRD#: 302001
Pensacola, FL
Past
November 14, 2017 - July 10, 2018
B. RILEY WEALTH MANAGEMENT
RIA
CRD#: 2543
Andalusia, AL
Past
November 14, 2017 - July 10, 2018
B. RILEY WEALTH MANAGEMENT
BD
CRD#: 2543
Andalusia, AL
Past
February 13, 2013 - November 13, 2017
RAYMOND JAMES & ASSOCIATES, INC.
RIA
CRD#: 705
PENSACOLA, FL
Past
February 13, 2013 - November 13, 2017
RAYMOND JAMES & ASSOCIATES, INC.
BD
CRD#: 705
PENSACOLA, FL
Past
January 29, 2003 - February 13, 2013
MORGAN KEEGAN & COMPANY, LLC
RIA
CRD#: 4161
ANDALUSIA, AL
Past
April 12, 2001 - February 13, 2013
MORGAN KEEGAN & COMPANY, LLC
BD
CRD#: 4161
ANDALUSIA, AL
Past
December 23, 1999 - April 12, 2001
REGIONS INVESTMENT COMPANY, INC.
BD
CRD#: 17618
BIRMINGHAM, AL
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".
KW
KINGSWOOD WEALTH ADVISORS, LLC
3G WEALTH | UNIVERSITY PLANNING PARTNERS | UNIVERSAL FINANCIAL CONSULTANTS | TRINITY CAPITAL MANAGEMENT | THE COLLINS GROUP | SUTTER WEALTH MANAGEMENT | STEPHENS INVESTMENTS & WEALTH MANAGEMENT SOLUTIONS | STEPHAN AND ASSOCIATES WEALTH MANAGEMENT | STEGER FINANCIAL GROUP/THE EFFICIENT EDGE | SOUTHERN EDGE WEALTH SOLUTIONS | SIMINOU WEALTH MANAGEMENT | SECURIET WEALTH | SECURIAN WEALTH | ROHR CAPITAL MANAGEMENT | REPUBLIC CAPITAL GROUP | RENAISSANCE DIGITAL INVESTMENTS | RANDIE J ENTERPRISES/RJE | PROVIDENT PLACE WEALTH ADVISORS LLC | PROSPERITY WEALTH MANAGEMENT | PHOENIX ASSET ADVISORS | PCM ASSOCIATES LTD | PARADIGM WEALTH SERVICES, INC. | LOWREY WEALTH MANAGEMENT | LOEFFLER WEALTH MANAGEMENT | LIBERTY WEALTH MANAGEMENT | LAKEVIEW ASSET MANAGEMENT | KINGSWOOD WEALTH ADVISORS, LLC | KINGSWOOD FAMILY OFFICE | JHG FINANCIAL ADVISORS | INTEGRATED FINANCIAL PLANNING CENTER | GUARDIAN | GRANITE BAY CAPITAL MANAGEMENT | GOODSON WEALTH MANAGEMENT | GLENWOOD FINANCIAL PARTNERS | FRAMEPOINT PARTNERS, LP FRAMEPOINT | FOWLER FINANCIAL GROUP LLC | FINANCIAL & RETIREMENT STRATEGIES, INC. | FERNEAU ASSET MANAGEMENT | FAISON WEALTH STRATEGY | ENDEAVOR INVESTMENT RESOURCES | ELEVATE WEALTH MANAGEMENT | DYNAMIC FINANCIAL | DEFREZE FINANCIAL SERVICES | DANNAH INVESTMENTS | COMPLETE WEALTH 360 | CHALICE WEALTH ADVISORS, LLC | CHALICE WEALTH ADVISORS | CARDINAL CAPITAL PARTNERS | BRIDGERLAND FINANCIAL ADVISORS, LLC | BRIDGERLAND FINANCIAL | BREWER WEALTH MANAGEMENT | BOND HARBOR FINANCIAL ADVISORS | BLUEPRINT WEALTH SOLUTIONS | BLUEPOINT WEALTH MANAGEMENT | BIRCHWOOOD WEALTH ADVISORS | BIANCHI FINANCIAL PARTNERS | BANNER WEALTH AND LEGACY PLANNING | APEX FINANCIAL | ANDERSON TEAM FINANCIAL | ANDERSON FINANCIAL GROUP | ADMIRALTY WEALTH MANAGEMENT
CRD#: 288792 / SEC#: 801-110755
RIA
Registered Investment Advisory firm - (7/3/2017 Approved)Arizona
Registered Investment Advisory firm - (1/31/2018 Terminated)District of Columbia
Registered Investment Advisory firm - (1/31/2018 Terminated)Maryland
Registered Investment Advisory firm - (3/2/2018 Terminated)Michigan
Registered Investment Advisory firm - (1/26/2018 Terminated)West Virginia
Registered Investment Advisory firm - (1/31/2018 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.Highlighted states indicate IAR registrations
IAR
Florida(7/22/2024)
IAR
Texas(10/14/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
KW
KINGSWOOD WEALTH ADVISORS, LLC
3G WEALTH | UNIVERSITY PLANNING PARTNERS | UNIVERSAL FINANCIAL CONSULTANTS | TRINITY CAPITAL MANAGEMENT | THE COLLINS GROUP | SUTTER WEALTH MANAGEMENT | STEPHENS INVESTMENTS & WEALTH MANAGEMENT SOLUTIONS | STEPHAN AND ASSOCIATES WEALTH MANAGEMENT | STEGER FINANCIAL GROUP/THE EFFICIENT EDGE | SOUTHERN EDGE WEALTH SOLUTIONS | SIMINOU WEALTH MANAGEMENT | SECURIET WEALTH | SECURIAN WEALTH | ROHR CAPITAL MANAGEMENT | REPUBLIC CAPITAL GROUP | RENAISSANCE DIGITAL INVESTMENTS | RANDIE J ENTERPRISES/RJE | PROVIDENT PLACE WEALTH ADVISORS LLC | PROSPERITY WEALTH MANAGEMENT | PHOENIX ASSET ADVISORS | PCM ASSOCIATES LTD | PARADIGM WEALTH SERVICES, INC. | LOWREY WEALTH MANAGEMENT | LOEFFLER WEALTH MANAGEMENT | LIBERTY WEALTH MANAGEMENT | LAKEVIEW ASSET MANAGEMENT | KINGSWOOD WEALTH ADVISORS, LLC | KINGSWOOD FAMILY OFFICE | JHG FINANCIAL ADVISORS | INTEGRATED FINANCIAL PLANNING CENTER | GUARDIAN | GRANITE BAY CAPITAL MANAGEMENT | GOODSON WEALTH MANAGEMENT | GLENWOOD FINANCIAL PARTNERS | FRAMEPOINT PARTNERS, LP FRAMEPOINT | FOWLER FINANCIAL GROUP LLC | FINANCIAL & RETIREMENT STRATEGIES, INC. | FERNEAU ASSET MANAGEMENT | FAISON WEALTH STRATEGY | ENDEAVOR INVESTMENT RESOURCES | ELEVATE WEALTH MANAGEMENT | DYNAMIC FINANCIAL | DEFREZE FINANCIAL SERVICES | DANNAH INVESTMENTS | COMPLETE WEALTH 360 | CHALICE WEALTH ADVISORS, LLC | CHALICE WEALTH ADVISORS | CARDINAL CAPITAL PARTNERS | BRIDGERLAND FINANCIAL ADVISORS, LLC | BRIDGERLAND FINANCIAL | BREWER WEALTH MANAGEMENT | BOND HARBOR FINANCIAL ADVISORS | BLUEPRINT WEALTH SOLUTIONS | BLUEPOINT WEALTH MANAGEMENT | BIRCHWOOOD WEALTH ADVISORS | BIANCHI FINANCIAL PARTNERS | BANNER WEALTH AND LEGACY PLANNING | APEX FINANCIAL | ANDERSON TEAM FINANCIAL | ANDERSON FINANCIAL GROUP | ADMIRALTY WEALTH MANAGEMENT
CRD#: 288792 / SEC#: 801-110755
RIA
Registered Investment Advisory firm - (7/3/2017 Approved)Arizona
Registered Investment Advisory firm - (1/31/2018 Terminated)District of Columbia
Registered Investment Advisory firm - (1/31/2018 Terminated)Maryland
Registered Investment Advisory firm - (3/2/2018 Terminated)Michigan
Registered Investment Advisory firm - (1/26/2018 Terminated)West Virginia
Registered Investment Advisory firm - (1/31/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
11440 W. Bernardo Court Suite 300, San Diego, CA 92127
Mailing Address
126 E 56th Suite 3l, New York, NY 10022
Phone number
(800) 535-6981
Established
Firm type
Fiscal year end
# of Employees
80
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 9,250 |
| AUM (Assets Under Management) | $ 2,470,940,336 |
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.
