Jayson J. Brown

CERTUITY | Managing Director

Franklin, TN

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CRD#: 5451124

Professional summary

Jayson James Brown is a registered financial advisor currently at CERTUITY, LLC located in Franklin, Tennessee.

Jayson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Jayson has worked at 5 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

What are your service offerings?

Trust & estate planning

Financial planning

Loans/credit services

Retirement planning

What is your current number of clients?

Greater than 100

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

None

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) - RIA

Click below to view Jayson James Brown's CRS (Customer Relationship Summary).

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

April 22, 2014 - Present

CERTUITY, LLC

RIA

CRD#: 129505

Franklin, TN

Past

December 13, 2010 - March 24, 2014

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

FT LAUDERDALE, FL

Past

December 2, 2010 - March 24, 2014

TD AMERITRADE, INC.

CRD#: 7870

FT. LAUDERDALE, FL

Past

December 1, 2010 - March 24, 2014

TD AMERITRADE, INC.

RIA

CRD#: 7870

FT. LAUDERDALE, FL

Past

September 23, 2009 - June 3, 2010

INVEST FINANCIAL CORPORATION

RIA

CRD#: 12984

BOCA RATON, FL

Past

September 23, 2009 - June 3, 2010

INVEST FINANCIAL CORPORATION

CRD#: 12984

BOCA RATON, FL

Past

April 30, 2008 - September 24, 2009

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

MINNEAPOLIS, MN

Past

April 14, 2008 - September 24, 2009

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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".

CERTUITY, LLC

CRD#: 129505 / SEC#: 801-62580

RIA

Registered Investment Advisory firm - (1/2/2004 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.

Highlighted states indicate IAR registrations

IAR

Florida
(4/22/2014)

IAR

Tennessee
(8/24/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/25/2008

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 4/11/2008

General Securities Representative Examination

Current Firm

CERTUITY, LLC

CRD#: 129505 / SEC#: 801-62580

RIA

Registered Investment Advisory firm - (1/2/2004 Approved)

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Contact information

Main Address

1295 Us Highway One Third Floor, North Palm Beach, FL 33408

Mailing Address

Phone number

(561) 693-3255

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CERTUITY FORM ADV PART 2A (3/30/2025)

Regulatory assets under management

Total Number of Accounts	1,889
AUM (Assets Under Management)	$ 3,100,032,026

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/04/2024	Cover Page	Report
12/22/2023	Cover Page	Report
11/23/2022	Cover Page	Report

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Firm Stability Insights

Jayson J. Brown

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jayson James Brown's CRS (Customer Relationship Summary).

Certified licenses

Experience

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

TD AMERITRADE, INC.

INVEST FINANCIAL CORPORATION

INVEST FINANCIAL CORPORATION

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

CERTUITY, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/25/2008

Series 7

Date: 4/11/2008

Current Firm

CERTUITY, LLC

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CERTUITY, LLC

TRUST BUT VERIFY

Contact information

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