Jamonica Brown
Advisor at Natural Investments
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.
Advisor at Natural Investments
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.
Location
Morrisville, NC
Credentials
Series 66
Industry experience
2 years
Jamonica Brown is a financial advisor at Natural Investments with a Series 66 credential and two years of industry experience. She previously worked at Fidelity Investments and Cetera Advisors LLC. Brown is the founder of Aligned Support Co., where she provides paraplanning and investment support to RIA firms. Natural Investments is a values-focused advisory firm managing approximately $2.05 billion for individual clients, institutions, and charitable entities. The firm emphasizes asset-class diversification and long-term investing using socially responsible funds and community investments, alongside both discretionary and project-based financial planning.
Based on Natural Investments
Based on Natural Investments
Based on Natural Investments
$0 - $200,000: 1.35% $200,000 - $500,000: 1.25% $500,000 - $1,000,000: 1.10% $1,000,000 - $3,000,000: 0.95% $3,000,000 - $15,000,000: 0.85% $15,000,000 - $20,000,000: 0.65% $20,000,000+: 0.55%
Hourly investment consulting available; financial planning fees may be hourly
Retainer fees for ongoing financial planning services billed quarterly in arrears, negotiable
Account minimum: $50,000 Minimum fee: Minimum annual fee of $500 Fee-only: Financial planning fees are billed hourly, project-based, or on retainer, negotiable per client and advisor
Morrisville, NC
North Carolina
Natural Investments
2025 - Present (1 year)
Cetera Advisors LLC
2024 - 2025 (1 year)
Cetera
2024 - 2025 (1 year)
Cetera Advisors LLC
2024 - 2024 (1 year)
Fidelity investments
2022 - 2024 (2 years)
Guilford County Department of Social Services
2021 - 2022 (1 year)
Unemployed
2021 - 2021 (1 year)
The University of North Carolina Greensboro
2019 - 2021 (2 years)
Starbucks
2019 - 2019 (1 year)
Unemployed
2019 - 2019 (1 year)
Armark
2018 - 2018 (1 year)
School
2018 - 2018 (1 year)
21st Century Community Learning Center
2018 - 2018 (1 year)
School
2017 - 2017 (1 year)
Student
2012 - 2017 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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.
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