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Jackson Mathias Brown

RANGE ADVISORY
New York, NY
·CRD# 7239689·3 years experience

Professional Summary

Jackson Mathias Brown is a registered financial advisor currently at RANGE ADVISORY, LLC located in New York, New York. Jackson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Jackson has worked at 3 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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

3 years in the financial services industry

Current & Past Employments

RANGE ADVISORY, LLC·CRD# 321969
RIA
369 Lexington Ave 9th Floor, New York, NY 10017
July 2, 2025 - Present
ISRAEL INVESTMENT ADVISORS, LLC·CRD# 153952
RIA
Denver, CO
April 5, 2023 - April 25, 2025
GHP INVESTMENT ADVISORS INC·CRD# 107563
RIA
Denver, CO
April 5, 2023 - April 25, 2025

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Current Firm

RA
RANGE ADVISORY, LLC

PYLON INC | RANGE FINANCE, INC. | RANGE ADVISORY, LLC

CRD#: 321969 / SEC#: 801-125927
RIA
Registered Investment Advisory firm - SEC (6/23/2022 Approved)

Contact Information

Main Address

8270 Greensboro Drive Suite 910, Mclean, VA 22102

Mailing Address

440 Monticello Ave Ste 1802 Pmb 32321, Norfolk, VA 23510-2670

Phone Number

(703) 261-4126

# of Employees

38

SEC notice filing (51 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

RANGE ADVISORY ADV BROCHURE SEPTEMBER 2026 (9/22/2026)

Regulatory Assets Under Management

Total Number of Accounts

5,205

AUM (Assets Under Management)

$1,388,737,633

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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 name of the other business: Passport whether the business is investment related: No the address of the other business: 506 E. 13th St. New York, NY 10009 the nature of the other business: Clothing brand your position: Owner/Designer title, or relationship with the other business: Owner/Designer the start date of your relationship: 1/1/26 the approximate number of hours/month you devote to the other business: 5 the number of hours you devote to the other business during securities trading hours: 0 and briefly describe your duties relating to the other business: designing and selling clothes, and creating content around men's fashion.

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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".
RA
RANGE ADVISORY, LLC

PYLON INC | RANGE FINANCE, INC. | RANGE ADVISORY, LLC

CRD#: 321969 / SEC#: 801-125927
RIA
Registered Investment Advisory firm - SEC (6/23/2022 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.
IAR
New York
(7/2/2025)
IAR
Pennsylvania
(7/3/2025)
IAR
Texas
(7/2/2025)
IAR
Virginia
(7/7/2025)

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

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 Apr 2023About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Jackson Mathias Brown's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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