Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
4 years
Location
Brooksville, FL 34613
J.P. Morgan Securities
Institution
Brenda Marshall is a Series 66-registered advisor with J.P. Morgan Securities, based in Brooksville, FL, and has four years of industry experience. She has worked at J.P. Morgan Securities and Jpmorgan Chase Bank since 2021, and previously spent ten years with Onemain General Services. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the larger J.P. Morgan organization and offers access to a diverse range of products and strategies through its Institutional Consulting Services program.
Based on J.P. Morgan Securities
$25 million - $50 million: 0.30% annually $50 million - $100 million: 0.25% annually $100 million - $250 million: 0.20% annually $250 million+: Negotiable
Account minimum: $25 million
Brooksville, FL
12300 Cortez Blvd
Brooksville FL 34613
Advisors at this office
2
Florida
4 years of industry experience
J.P. Morgan Securities
2021 - Present • 5 years
Brooksville, FL
Jpmorgan Chase Bank (Mi)
2021 - Present • 5 years
Brooksville, FL
Unemployment
2021 - 2021 • 1 year
Brooksville, FL
Onemain General Services
2011 - 2021 • 10 years
Brooksville, FL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Verified by Warmer
Series 65
Spring Hill, FL
Dougherty Investment Advisors
Patrick Manconi is a financial advisor at Dougherty Investment Advisors with one year of industry experience. He holds a Series 65 designation and has previously worked at the University of South Florida and Middleton High School. Dougherty Investment Advisors is a team-based advisory firm managing approximately $114 million for about 180 clients, including individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs fundamental analysis to construct diversified portfolios across equities, debt securities, mutual funds, ETFs, and government securities, offering discretionary portfolio management and comprehensive financial planning services.
CFP®, Series 65, Series 63
Spring Hill, FL
Glow Financial Planning LLC
Jordan Drinkhouse is a CERTIFIED FINANCIAL PLANNER™ professional affiliated with Glow Financial Planning LLC in Spring Hill, FL. He holds Series 65 and Series 63 licenses and has four years of industry experience, including prior roles at Xena Financial Planning, ENOW Financial, and Nationwide Investment Services Corp. Drinkhouse has also worked in various other sectors, including realty and event management. Glow Financial Planning LLC is an independent registered investment adviser offering financial planning and investment management services to individuals and high-net-worth clients. The firm employs a fee-only structure with a fixed quarterly planning fee and emphasizes Modern Portfolio Theory, asset allocation, and passive investment management using index funds and ETFs.
Series 65
Spring Hill, FL
Tower Wealth Planning
Ryan Tower is a Series 65-credentialed advisor with Tower Wealth Planning in Spring Hill, FL. He has been with Tower Wealth Planning since 2026 and has prior experience with Marten Transport and the University of South Florida. Tower Wealth Planning provides investment management and financial planning services to individuals and high-net-worth clients. The firm employs a fee-only model and focuses on asset allocation tailored to client goals using a mix of passive and active investments, while also offering comprehensive financial planning on a recurring or project basis.
Spring Hill, FL
Dougherty Investment Advisors
John Dougherty is a financial advisor at Dougherty Investment Advisors with 28 years of industry experience. He has been involved with John Archer Dougherty, Inc., a holding company where he serves as director and owner since 2003, and has worked with Dougherty & Associates, LLC since 1989. Dougherty Investment Advisors is a team-based firm managing approximately $114 million for around 180 clients, including individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs fundamental analysis to construct diversified portfolios and offers discretionary management alongside comprehensive financial planning services.
Series 65
Spring Hill, FL
Campbell & Company Wealth Management, LLC
Owen Burne is a financial advisor at Campbell & Company Wealth Management, LLC with a Series 65 designation. He has been with the firm since 2026 and has prior experience in the United States Air Force and Air Force Reserves. He also worked at the University of South Florida and Kan Pak LLC. In addition to his advisory role, Burne serves in the United States Air Force Reserves. Campbell & Company Wealth Management provides tailored investment management and comprehensive financial planning to individual clients. The firm primarily uses a passive investment approach with asset-class weighted portfolios constructed from index mutual funds and ETFs, supported by fundamental and cyclical analysis in its research process.
Series 65
Spring Hill, FL
Campbell & Company Wealth Management, LLC
John Macho is a financial advisor at Campbell & Company Wealth Management, LLC with a Series 65 designation and over 14 years of industry experience. He previously worked at Impact Partnership Wealth, LLC and THE Impact Partnership, LLC. Campbell & Company provides tailored investment management and comprehensive financial planning services to individual clients, focusing on retirement, estate and tax planning, cash-flow and debt management, college savings, and insurance reviews. The firm primarily uses passive investment management strategies with index mutual funds and ETFs, supported by fundamental and cyclical analysis, and collaborates with an unaffiliated sub-adviser for portfolio implementation.
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