OA
Omar A. Ahmadieh
J M BROWN FINANCIAL PARTNERS
Tulsa, OK 74136-5740
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CRD#: 6235413
OA
Professional summary
Omar Adam Ahmadieh is a registered financial advisor currently at J M BROWN FINANCIAL PARTNERS located in Tulsa, Oklahoma.
Omar is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Omar has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
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.
1. MAY EARN COMMISSIONS FROM INSURANCE COMPANIES NOT AFFILIATED WITH JM BROWN FINANCIAL PARTNERS FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS. 2. SELLS CAR THROUGH CRAIGSLIST, NON-INVESTMENT RELATED. 3428 W. EL PASO ST. BROKEN ARROW, OK 74012. WHEN SOMEONE NEEDS TO SELL A CAR, I HELP THEM. I TAKE PICTURES OF THE CAR, LIST IT ON CRAIGSLIST AND MEET UP WITH PROSPECTIVE BUYERS. I USE TO DO THIS OFTEN WHEN I WAS COLLEGE AND SOME OF MY FRIENDS REMEMBER THAT I AM GOOD AT SELLING CARS. IT HAPPENS MAYBE THREE OR FOUR TIMES PER YEAR. 3. Good For You LLC DBA Roo Nutrition, 10/26/2020 Manufacturer/Retailer of Nutritional Supplement, NON-INVESTMENT RELATED. 4211 E 75th Pl Tulsa, OK, 74136. I perform this duty ten hours per month. The company manufactures and sells nutritional supplements. 4.Real Estate Sole Proprietor. Description: Buy and hold or buy and fix to flip real estate and wholesale. Title: Owner. Address: 7107 S. Yale Ave. Ste. 203, Tulsa, OK 74136 Date: Have been active in real estate since 12/19/2019 Time Spent: 10 hours per month. 5. Integrity Custom HVAC, LLC. Description: The company provides heating and air services to local clients. Title: Co-Owner, business development and executive duties. Address: 905 S. Hudson Ave Ste. B, Tulsa, OK 74112. Purchase Date: 08/19/2022. Time Spent: 5 hours per month
CRS (Client Relationship Summary) - RIA
Click below to view Omar Adam Ahmadieh'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
September 21, 2018 - Present
J M BROWN FINANCIAL PARTNERS
Office #1: 7060 S. Yale Suite 701, Tulsa, OK 74136-5740RIA
CRD#: 118427
Tulsa, OK
Past
September 8, 2014 - September 17, 2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
TULSA, OK
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".
JM
J M BROWN FINANCIAL PARTNERS
J M BROWN & ASSOCIATES, INC. | ROSEROCK INVESTMENT SOLUTIONS | J M BROWN FINANCIAL PARTNERS | J M BROWN AND ASSOCIATES INC.
CRD#: 118427 / SEC#: 801-130747
RIA
Registered Investment Advisory firm - (7/24/2024 Approved)Arkansas
Registered Investment Advisory firm - (11/24/2020 Terminated)California
Registered Investment Advisory firm - (9/8/2024 Terminated)Kansas
Registered Investment Advisory firm - (8/9/2024 Terminated)Michigan
Registered Investment Advisory firm - (8/13/2024 Terminated)New Jersey
Registered Investment Advisory firm - (8/29/2024 Terminated)New York
Registered Investment Advisory firm - (8/9/2024 Terminated)Oklahoma
Registered Investment Advisory firm - (8/14/2024 Terminated)Tennessee
Registered Investment Advisory firm - (8/9/2024 Terminated)Texas
Registered Investment Advisory firm - (8/9/2024 Terminated)Virginia
Registered Investment Advisory firm - (8/26/2024 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
Oklahoma(9/21/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
JM
J M BROWN FINANCIAL PARTNERS
J M BROWN & ASSOCIATES, INC. | ROSEROCK INVESTMENT SOLUTIONS | J M BROWN FINANCIAL PARTNERS | J M BROWN AND ASSOCIATES INC.
CRD#: 118427 / SEC#: 801-130747
RIA
Registered Investment Advisory firm - (7/24/2024 Approved)Arkansas
Registered Investment Advisory firm - (11/24/2020 Terminated)California
Registered Investment Advisory firm - (9/8/2024 Terminated)Kansas
Registered Investment Advisory firm - (8/9/2024 Terminated)Michigan
Registered Investment Advisory firm - (8/13/2024 Terminated)New Jersey
Registered Investment Advisory firm - (8/29/2024 Terminated)New York
Registered Investment Advisory firm - (8/9/2024 Terminated)Oklahoma
Registered Investment Advisory firm - (8/14/2024 Terminated)Tennessee
Registered Investment Advisory firm - (8/9/2024 Terminated)Texas
Registered Investment Advisory firm - (8/9/2024 Terminated)Virginia
Registered Investment Advisory firm - (8/26/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7060 S. Yale Suite 701, Tulsa, OK 74136-5740
Mailing Address
Phone number
(918) 496-5460
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 934 |
| AUM (Assets Under Management) | $ 158,000,000 |
Red Flags
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Company Information
J M BROWN FINANCIAL PARTNERS
CRD#: 118427Tulsa, OK 74136-5740TRUST BUT VERIFY
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