JB
Jennifer M. Brown
UHLER VERTICH WHITE ADVISORS
Fort Myers, FL 33919-1068
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CRD#: 5104991
JB
Professional summary
Jennifer Marie Brown, who also goes by Jennifer M Brown, is a registered financial advisor currently at UHLER VERTICH WHITE ADVISORS located in Fort Myers, Florida and RAYMOND JAMES FINANCIAL SERVICES, INC. located in Fort Myers, Florida.
Jennifer is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Jennifer has worked at 5 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jennifer M 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.
(1)Name of Business: Peace Pose Yoga LLC Address: 4176 Remmington Ave, Akron, OH, 44321, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 09/28/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Online yoga classes and jewelry sales. (2)Name of Business: Peace Pose Yoga LLC Address: 4716 Remmington Ave, Akron, OH, 44321, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 09/28/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Yoga teacher and jewelry sales (3.) Raymond James Financial Services, inc. (BD) Address: 1510 Royal Palm Sq Blvd Suite 103 Fort Myers, Florida 33919; Registered Representative; 80 hours per month
CRS (Client Relationship Summary) - RIA
Click below to view Jennifer Marie 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®
NoneExperience
Current
October 21, 2025 - Present
UHLER VERTICH WHITE ADVISORS
Office #1: 1510 Royal Palm Square Boulevard Suite 103, Fort Myers, FL 33919-1068RIA
CRD#: 130716
Fort Myers, FL
Current
May 29, 2025 - Present
RAYMOND JAMES FINANCIAL SERVICES, INC.
Office #1: 1510 Royal Palm Sq. Blvd. Suite 103, Fort Myers, FL 33919BD
CRD#: 6694
Fort Myers, FL
Past
June 10, 2025 - October 15, 2025
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
Fort Myers, FL
Past
January 15, 2014 - May 27, 2025
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
AKRON, OH
Past
October 1, 2012 - May 27, 2025
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
AKRON, OH
Past
March 28, 2006 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
CANTON, OH
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".
UV
UHLER VERTICH WHITE ADVISORS
UHLER AND VERTICH FINANCIAL PLANNERS | UHLER VERTICH WHITE ADVISORS, LLC | UHLER VERTICH WHITE ADVISORS | UHLER AND VERTICH FINANCIAL PLANNERS, LLC | UHLER AND VERTICH FINANCIAL PLANNERS, L.L.P.
CRD#: 130716 / SEC#: 801-62896
RIA
Registered Investment Advisory firm - (3/12/2004 Approved)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
Alabama(7/2/2025)
RR
Arizona(7/2/2025)
RR
Arkansas(7/2/2025)
RR
California(7/2/2025)
RR
Colorado(7/2/2025)
RR
Connecticut(7/2/2025)
RR
Florida(5/29/2025)
IAR
Florida(10/30/2025)
RR
Georgia(7/2/2025)
RR
Illinois(7/2/2025)
RR
Indiana(7/2/2025)
RR
Iowa(7/2/2025)
RR
Kentucky(7/2/2025)
RR
Louisiana(7/2/2025)
RR
Maine(7/2/2025)
RR
Maryland(7/2/2025)
RR
Massachusetts(7/2/2025)
RR
Michigan(7/2/2025)
RR
Minnesota(7/2/2025)
RR
Missouri(7/2/2025)
RR
Montana(7/2/2025)
RR
New Jersey(7/2/2025)
RR
New Mexico(7/2/2025)
RR
New York(7/2/2025)
RR
North Carolina(7/7/2025)
RR
Ohio(7/3/2025)
IAR
Ohio(10/21/2025)
RR
Oklahoma(7/2/2025)
RR
Pennsylvania(7/2/2025)
RR
South Carolina(7/2/2025)
RR
South Dakota(7/2/2025)
RR
Tennessee(7/2/2025)
RR
Texas(7/2/2025)
RR
Utah(7/2/2025)
RR
Vermont(7/2/2025)
RR
Virginia(7/2/2025)
RR
Washington(7/2/2025)
RR
Wisconsin(7/2/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
UV
UHLER VERTICH WHITE ADVISORS
UHLER AND VERTICH FINANCIAL PLANNERS | UHLER VERTICH WHITE ADVISORS, LLC | UHLER VERTICH WHITE ADVISORS | UHLER AND VERTICH FINANCIAL PLANNERS, LLC | UHLER AND VERTICH FINANCIAL PLANNERS, L.L.P.
CRD#: 130716 / SEC#: 801-62896
RIA
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Contact information
Main Address
1510 Royal Palm Square Boulevard Suite 103, Fort Myers, FL 33919-1068
Mailing Address
Phone number
(239) 936-6300
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (9 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 971 |
| AUM (Assets Under Management) | $ 466,827,500 |
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
UHLER VERTICH WHITE ADVISORS
CRD#: 130716Fort Myers, FL 33919-1068TRUST BUT VERIFY
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