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James B

Series 63, Series 65

Fairfield, CA

First Advisors National, LLC

James Brown Jr. is a financial advisor at First Advisors National, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Freedom Equity Group since 2012, where he also serves as Executive National Vice President focusing on insurance-related services, primarily life insurance and fixed annuities. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, offering investment management, third-party separately managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes selecting and monitoring third-party money managers combined with fundamental analysis for supplemental individual security recommendations.

Passive / index investing
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