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JB

Jacob Stuart Brown

CRD# 6797736·Registered 2017 - 2018
Previously Registered: Being a previously registered professional could mean that Jacob is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Jacob Stuart Brown, who also goes by Jeb Brown, was a registered financial advisor. Jacob was a previously registered financial professional and started their career in finance 2017 - 2018. Jacob had worked at 2 firms and has passed the Series 65 exam.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jeb Brown

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

9 years in the financial services industry

Current & Past Employments

JSB FINANCIAL PLANNING LLC·CRD# 291719
RIA
Chicago, IL
January 25, 2018 - December 31, 2018
INTERACTIVE FINANCIAL ADVISORS·CRD# 125117
RIA
Chicago, IL
May 15, 2017 - October 3, 2017

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Current Firm

JF
JSB FINANCIAL PLANNING LLC

JSB FINANCIAL PLANNING LLC

CRD#: 291719

Contact Information

Main Address

Chicago, IL

Documents

Latest Form ADV

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed May 2017About the Series 65 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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