JB

Jessica R. Brown

SYNTEGRA PRIVATE WEALTH GROUP
TROY, MO 63379
Some features on this profile are disabled
CRD#: 6707678
JB

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 PRIVATE CLIENT SERVICES, LLC 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 6 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.
The advisor shows no other business activity.

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

February 5, 2026 - Present

PRIVATE CLIENT SERVICES, LLC

Office #1: 250 E Wood St, Troy, MO 63379
RIA
BD
CRD#: 120222
Troy, MO
Past

June 14, 2024 - February 8, 2026

OSAIC WEALTH, INC.

BD
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.

BD
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

BD
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".
SP
SYNTEGRA PRIVATE WEALTH GROUP LLC
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.
RR
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

IAR
Missouri
(11/7/2022)
RR
Missouri
(2/5/2026)
IAR
Texas
(12/13/2022)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 3/7/2017
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


SP
SYNTEGRA PRIVATE WEALTH GROUP LLC
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
18

SEC notice filing (21 States and Territories)


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Regulatory assets under management


Total Number of Accounts4,266
AUM (Assets Under Management)$ 1,191,046,490

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SYNTEGRA PRIVATE WEALTH GROUP LLC

CRD#: 323180Troy, MO 63379

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