James C. Brown
Professional summary
James Christopher Brown JR., CFP®, who also goes by J. Christopher Brown Jr., is a registered financial advisor currently at MERITIS WEALTH MANAGEMENT, INC. located in Potomac, Maryland.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. James has worked at 4 firms and has passed the Series 66, SIE, Series 31, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view James Christopher Brown JR.'s CRS (Customer Relationship Summary).
Certified licenses
Start date: 2011
Experience
June 27, 2025 - Present
MERITIS WEALTH MANAGEMENT, INC.
Office #1: 12435 Park Potomac Ave Suite 440, Potomac, MD 20854May 15, 2015 - July 10, 2025
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
May 15, 2015 - July 10, 2025
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
January 1, 2008 - May 15, 2015
WELLS FARGO CLEARING SERVICES, LLC
January 1, 2008 - May 15, 2015
WELLS FARGO CLEARING SERVICES, LLC
April 25, 2005 - January 1, 2008
A. G. EDWARDS & SONS, INC.
February 17, 2005 - January 3, 2008
A. G. EDWARDS & SONS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/27/2025)
(6/27/2025)
Exams
Current Firm
MERITIS WEALTH MANAGEMENT, INC.
CRD#: 336539 / SEC#: 801-132983
Contact information
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 329 |
| AUM (Assets Under Management) | $ 199,000,000 |
Red Flags
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