Kenneth G. Brewer

VALUES FIRST ADVISORS

JOHNSON CITY, TN 37604

Some features on this profile are disabled

CRD#: 5575979

Professional summary

Kenneth Grant Brewer is a registered financial advisor currently at VALUES FIRST ADVISORS, INC. located in Johnson City, Tennessee.

Kenneth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Kenneth has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

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.

KEN IS HAS BEEN AN ASSISTANT PROFESSOR OF PSYCHOLOGY AT TUSCULUM UNIVERSITY SINCE 08/2012. THIS IS NOT INVESTMENT RELATED.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kenneth Grant Brewer'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

January 22, 2010 - Present

VALUES FIRST ADVISORS, INC.

Office #1: 801 Sunset Drive Suite C100, Johnson City, TN 37604

RIA

CRD#: 148532

JOHNSON CITY, TN

Past

July 29, 2008 - October 19, 2009

AMERICAN VALUES INVESTMENTS, INC.

RIA

CRD#: 117116

GRAY, TN

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".

VALUES FIRST ADVISORS, INC.

VALUES FIRST ADVISORS, INC. | VALVES FIRST ADVISORS

CRD#: 148532 / SEC#: 801-70391

RIA

Registered Investment Advisory firm - (7/24/2009 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

Tennessee
(1/22/2010)

IAR

Texas
(4/18/2019)

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 65

Date: 6/7/2008

Uniform Investment Adviser Law Examination

Current Firm

VALUES FIRST ADVISORS, INC.

VALUES FIRST ADVISORS, INC. | VALVES FIRST ADVISORS

CRD#: 148532 / SEC#: 801-70391

RIA

Registered Investment Advisory firm - (7/24/2009 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

801 Sunset Drive Suite C100, Johnson City, TN 37604

Mailing Address

Phone number

(877) 832-3847

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VALUES FIRST ADVISORS, INC. FORM ADV BROCHURE (10/9/2025)

Regulatory assets under management

Total Number of Accounts	1,504
AUM (Assets Under Management)	$ 201,956,787

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.

Similar Advisors

Troy Wootton

EDWARD JONES

IAR

Sugar Land, TX

Spiros Vassilakos

CSENGE ADVISORY GROUP, LLC

IAR

Tarpon Springs, FL

Alyssum Keefer

JANNEY MONTGOMERY SCOTT LLC

IAR

York, PA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Kenneth G. Brewer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kenneth Grant Brewer's CRS (Customer Relationship Summary).

Certified licenses

Experience

VALUES FIRST ADVISORS, INC.

AMERICAN VALUES INVESTMENTS, INC.

Primary Firm SEC Registration

VALUES FIRST ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/7/2008

Current Firm

VALUES FIRST ADVISORS, INC.

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VALUES FIRST ADVISORS, INC.

TRUST BUT VERIFY

Similar Advisors