Jessica R. Brown

SYNTEGRA PRIVATE WEALTH GROUP LLC

TROY, MO 63379

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CRD#: 6707678

Professional summary

Jessica R Brown, who also goes by Jessica Renee Brown, Jessica Renee Damron, is a registered financial advisor currently at SYNTEGRA PRIVATE WEALTH GROUP LLC located in Troy, Missouri and OSAIC WEALTH, INC. located in Troy, Missouri.

Jessica is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Jessica has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jessica Renee Brown | Jessica Renee Damron

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.

SYNTEGRA PRIVATE WEALTH GROUP - DBA HIGHLAND CAPITAL POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/04/2019 ADDRESS: 14567 N Outer Rd, Ste 225, Chesterfield MO 63017 DESCRIPTION: solicited based on client needs SYNTEGRA PRIVATE WEALTH GROUP IRIA POSITION: Financial Advisor NATURE: Investment Advisory INVESTMENT RELATED: Yes NUMBER OF HOURS: 35 SECURITIES TRADING HOURS: 35 START DATE: 11/01/2022 ADDRESS: 14567 N Outer 40 Road, Suite 225, Chesterfield MO 63017 DESCRIPTION: Provide Investment Advisory Services

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jessica R 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

November 7, 2022 - Present

SYNTEGRA PRIVATE WEALTH GROUP LLC

Office #1: 250 E Wood Street, Troy, MO 63379

RIA

CRD#: 323180

TROY, MO

Current

June 14, 2024 - Present

OSAIC WEALTH, INC.

Office #1: 250 E Wood St, Troy, MO 63379Office #2: 14567 N Outer Forty Rd Ste 225, Chesterfield, MO 63017

RIA

CRD#: 23131

TROY, MO

Past

December 4, 2019 - December 31, 2022

ARBOR POINT ADVISORS

RIA

CRD#: 165127

CHESTERFIELD, MO

Past

December 4, 2019 - June 14, 2024

SECURITIES AMERICA, INC.

CRD#: 10205

CHESTERFIELD, MO

Past

March 29, 2017 - December 12, 2019

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

BOWLING GREEN, MO

Past

December 13, 2016 - December 12, 2019

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

BOWLING GREEN, MO

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".

SYNTEGRA PRIVATE WEALTH GROUP LLC

CRD#: 323180 / SEC#: 801-126688

RIA

Registered Investment Advisory firm - (9/30/2022 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.

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

Arkansas
(6/14/2024)

California
(10/14/2025)

Florida
(3/28/2025)

Illinois
(6/14/2024)

Indiana
(6/14/2024)

Iowa
(10/18/2024)

Kentucky
(1/2/2025)

IAR

Missouri
(11/7/2022)

Missouri
(6/14/2024)

Ohio
(6/14/2024)

IAR

Texas
(12/13/2022)

Texas
(6/14/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/7/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/13/2016

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

SYNTEGRA PRIVATE WEALTH GROUP LLC

CRD#: 323180 / SEC#: 801-126688

RIA

Registered Investment Advisory firm - (9/30/2022 Approved)

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Contact information

Main Address

14567 N Outer 40 Rd Ste 225, Chesterfield, MO 63017

Mailing Address

Phone number

(314) 802-7232

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (24 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SYNTEGRA PRIVATE WEALTH GROUP LLC ADV BROCHURE (3/11/2025)

Regulatory assets under management

Total Number of Accounts	4,266
AUM (Assets Under Management)	$ 1,191,046,490

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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Advisor Monitoring

Firm Stability Insights

Jessica R. Brown

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jessica R Brown's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

ARBOR POINT ADVISORS

SECURITIES AMERICA, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

SYNTEGRA PRIVATE WEALTH GROUP LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/7/2017

SIE

Date: 10/1/2018

Series 7

Date: 12/13/2016

FINRA

Current Firm

SYNTEGRA PRIVATE WEALTH GROUP LLC

Contact information

SEC notice filing (24 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SYNTEGRA PRIVATE WEALTH GROUP LLC

TRUST BUT VERIFY

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