Jason D. Brown

RENAISSANCE ADVISORS

Ridgeland, MS 39157

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CRD#: 6322388

Professional summary

Jason David Brown JR., CFP® is a registered financial advisor currently at RENAISSANCE ADVISORS located in Ridgeland, Mississippi.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Jason 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.

Independent insurance agent; Ridgeland, MS; investment related; selling insurance products; 15 hrs/mo

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason David Brown JR.'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®

CFP^®

Certified Financial Planner

Start date: 2022

Experience

Current

July 22, 2019 - Present

RENAISSANCE ADVISORS

Office #1: 602 Steed Road Suite 110, Ridgeland, MS 39157

RIA

CRD#: 175254

Ridgeland, MS

Past

July 1, 2015 - December 31, 2018

RENAISSANCE ADVISORS

RIA

CRD#: 175254

RIDGELAND, MS

Past

June 19, 2014 - July 1, 2015

BLACKSUMMIT FINANCIAL GROUP, INC.

RIA

CRD#: 153886

RIDGELAND, MS

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".

RENAISSANCE ADVISORS

RENAISSANCE ADVISORS | RENAISSANCE HOLDINGS, LLC | RENAISSANCE FINANCIAL SOLUTIONS

CRD#: 175254 / SEC#: 801-133846

RIA

Registered Investment Advisory firm - (7/14/2025 Approved)

Mississippi

Registered Investment Advisory firm - (7/14/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Mississippi
(7/22/2019)

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: 3/24/2014

Uniform Investment Adviser Law Examination

Current Firm

RENAISSANCE ADVISORS

RENAISSANCE ADVISORS | RENAISSANCE HOLDINGS, LLC | RENAISSANCE FINANCIAL SOLUTIONS

CRD#: 175254 / SEC#: 801-133846

RIA

Registered Investment Advisory firm - (7/14/2025 Approved)

Mississippi

Registered Investment Advisory firm - (7/14/2025 Terminated)

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Contact information

Main Address

602 Steed Road Suite 110, Ridgeland, MS 39157

Mailing Address

Phone number

(601) 714-1034

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SEC ADV PART 2A & 2B (6/13/2025)

Regulatory assets under management

Total Number of Accounts	391
AUM (Assets Under Management)	$ 147,567,941

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.

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Jason D. Brown

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason David Brown JR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

RENAISSANCE ADVISORS

RENAISSANCE ADVISORS

BLACKSUMMIT FINANCIAL GROUP, INC.

Primary Firm SEC Registration

RENAISSANCE ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 3/24/2014

Current Firm

RENAISSANCE ADVISORS

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RENAISSANCE ADVISORS

TRUST BUT VERIFY

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