Jack W. Brown

MORGAN HOUSE CAPITAL

EAST HARTFORD, CT 06108

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CRD#: 7478292

Professional summary

Jack Wilson Brown, who also goes by Jack W Brown, is a registered financial advisor currently at MORGAN HOUSE CAPITAL, LLC located in East Hartford, Connecticut.

Jack is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jack has worked at 4 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jack W Brown

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.

RENTAL PROPERTY #1 POSITION: Owner NATURE: Real Estate Development Rental and Leasing INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2022 ADDRESS: 16-20 Elm St, Tariffville CT 06081, United States DESCRIPTION: Managing the manager of the rental property RENTAL PROPERTY #2 POSITION: Owner NATURE: Real Estate Development Rental and Leasing INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/02/2020 ADDRESS: 11 Spruce Street, Westerly RI 02891, United States DESCRIPTION: Managing the manager of the rental property

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jack Wilson Brown's 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

June 6, 2024 - Present

MORGAN HOUSE CAPITAL, LLC

Office #1: 225 Prospect Street, East Hartford, CT 06108

RIA

CRD#: 330351

EAST HARTFORD, CT

Past

September 7, 2023 - December 15, 2023

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

Glastonbury, CT

Past

September 7, 2023 - December 15, 2023

PRUCO SECURITIES, LLC.

CRD#: 5685

Glastonbury, CT

Past

September 9, 2022 - March 17, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

SIMSBURY, CT

Past

July 19, 2022 - March 17, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

SIMSBURY, CT

Past

January 3, 2022 - May 24, 2022

MEDALLION WEALTH ADVISORS, LLC

RIA

CRD#: 156064

FARMINGTON, CT

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

Connecticut
(6/6/2024)

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.

Exams

State Security Law Exam

Series 63

Date: 10/21/2022

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 11/8/2021

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 9/9/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 7/8/2022

Securities Industry Essentials Examination

Current Firm

MORGAN HOUSE CAPITAL, LLC

BELMONT ASSET MANAGEMENT, LLC | MORGAN HOUSE CAPITAL, LLC | MORGAN HOUSE

CRD#: 330351 / SEC#:

Connecticut

Registered Investment Advisory firm - (6/6/2024 Approved)

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Contact information

Main Address

225 Prospect Street, East Hartford, CT 06108

Mailing Address

Phone number

(860) 839-3766

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	14
AUM (Assets Under Management)	$ 1,370,043

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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Jack W. Brown

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jack Wilson Brown's CRS (Customer Relationship Summary).

Certified licenses

Experience

MORGAN HOUSE CAPITAL, LLC

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

MEDALLION WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/21/2022

Series 65

Date: 11/8/2021

Series 7TO

Date: 9/9/2022

SIE

Date: 7/8/2022

Current Firm

MORGAN HOUSE CAPITAL, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MORGAN HOUSE CAPITAL, LLC

TRUST BUT VERIFY

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