Johnathan M. Brown

FAMILY LEGACY ADVISORS

OVERLAND PARK, KS 66211

CRD#: 8013124

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Professional summary

Johnathan M Brown, who also goes by Johnathan M Holladay, is a registered financial advisor currently at FAMILY LEGACY ADVISORS, LLC located in Overland Park, Kansas.

Johnathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Johnathan has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

Johnathan M Holladay

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Johnathan M 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

November 26, 2024 - Present

FAMILY LEGACY ADVISORS, LLC

Office #1: 10740 Nall Ave Suite 158, Overland Park, KS 66211

RIA

CRD#: 320754

OVERLAND PARK, KS

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

Kansas
(11/26/2024)

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Exams

State Security Law Exam

IAR

Series 65

Date: 11/7/2024

Uniform Investment Adviser Law Examination

Current Firm

FAMILY LEGACY ADVISORS, LLC

CRD#: 320754 / SEC#:

Kansas

Registered Investment Advisory firm - (6/22/2022 Approved)

Missouri

Registered Investment Advisory firm - (6/6/2022 Approved)

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Contact information

Main Address

10740 Nall Ave Suite 158, Overland Park, KS 66211

Mailing Address

Phone number

(913) 385-9409

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	229
AUM (Assets Under Management)	$ 31,590,000

Red Flags

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Johnathan M. Brown

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Johnathan M Brown's CRS (Customer Relationship Summary).

Certified licenses

Experience

FAMILY LEGACY ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/7/2024

Current Firm

FAMILY LEGACY ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FAMILY LEGACY ADVISORS, LLC

TRUST BUT VERIFY

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