JB
Jamonica K. Brown
NATURAL INVESTMENTS
Cary, NC
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CRD#: 7589116
JB
Professional summary
Jamonica Keyunna Brown, who also goes by Jamonica K Brown, Jamonica Brown, is a registered financial advisor currently at NATURAL INVESTMENTS located in Cary, North Carolina.
Jamonica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jamonica has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jamonica K Brown | Jamonica 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.
the name of the other business: Aligned Support Co. whether the business is investment related: Yes the address of the other business: Same as registered address the nature of the other business: financial services your position: Founder, Paraplanning Consultant title, or relationship with the other business: Founder the start date of your relationship: 6/1/2025 the approximate number of hours/month you devote to the other business: 30-40 hours a week. the number of hours you devote to the other business during securities trading hours: 30-40 hours a week and briefly describe your duties relating to the other business: I provide paraplanning and investment support to RIA firms, assisting with financial plans, trade execution, and data management for financial advisors.
CRS (Client Relationship Summary) - RIA
Click below to view Jamonica Keyunna 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®
NoneExperience
Current
November 6, 2025 - Present
NATURAL INVESTMENTS
RIA
CRD#: 113348
Cary, NC
Past
July 23, 2024 - June 17, 2025
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
CARY, NC
Past
July 23, 2024 - June 17, 2025
CETERA ADVISORS LLC
BD
CRD#: 10299
CARY, NC
Past
January 30, 2023 - May 21, 2024
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
DURHAM, NC
Past
November 3, 2022 - May 21, 2024
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
DURHAM, NC
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".
NI
NATURAL INVESTMENTS
CHORDATA CAPITAL | STRATEGY SQUAD | NATURAL INVESTMENTS, LLC | NATURAL INVESTMENTS PBLLC | NATURAL INVESTMENTS | NATURAL INVESTMENT SERVICES, LLC | NATURAL INVESTMENT SERVICES, INC. | NATURAL INVESTMENT SERVICES, INC | MONEY WITH A MISSION | JUST MONEY ADVISORS
CRD#: 113348 / SEC#: 801-63874
RIA
Registered Investment Advisory firm - (2/10/2005 Approved)California
Registered Investment Advisory firm - (2/23/2005 Terminated)Colorado
Registered Investment Advisory firm - (3/16/2005 Terminated)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
North Carolina(11/6/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/2/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
NI
NATURAL INVESTMENTS
CHORDATA CAPITAL | STRATEGY SQUAD | NATURAL INVESTMENTS, LLC | NATURAL INVESTMENTS PBLLC | NATURAL INVESTMENTS | NATURAL INVESTMENT SERVICES, LLC | NATURAL INVESTMENT SERVICES, INC. | NATURAL INVESTMENT SERVICES, INC | MONEY WITH A MISSION | JUST MONEY ADVISORS
CRD#: 113348 / SEC#: 801-63874
RIA
Registered Investment Advisory firm - (2/10/2005 Approved)California
Registered Investment Advisory firm - (2/23/2005 Terminated)Colorado
Registered Investment Advisory firm - (3/16/2005 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Windsor, CA
Mailing Address
P.o. Box 7775, #43366, San Francisco, CA 94120-7775
Phone number
(707) 758-0171
Established
Firm type
Fiscal year end
# of Employees
23
SEC notice filing (33 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 4,846 |
| AUM (Assets Under Management) | $ 1,973,943,342 |
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.
