J M Brown Financial Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
J M Brown Financial Partners serves individual and high‑net‑worth clients with comprehensive financial planning and discretionary portfolio management, and also provides advice for retirement plans and charitable organizations. The firm offers ongoing advisory relationships as well as standalone planning engagements, typically billing on a percentage‑of‑AUM basis or by agreed fixed or hourly fees.
The firm’s investment approach is primarily fundamental analysis supplemented by technical and cyclical methods, with a mix of active management and lower‑turnover asset‑allocation models. It also relies on third‑party research and model signals and operates algorithmic/model‑driven strategies, and in client accounts may use ETFs, interval funds, leveraged and inverse funds, and limited options strategies — all of which carry elevated risk and are managed according to client risk tolerance.
Noteworthy for a team of this size, the firm operates a DBA that functions as a third‑party/sub‑advisor to unaffiliated RIAs under separate agreements, allowing it to manage strategy‑specific accounts for other advisors. The advisory team includes in‑house accounting capability (a retired CPA who performs tax reviews and prepares returns for clients), and the firm discloses arrangements such as paying research vendors for trading signals and avoiding advisory fees when clients pay commission or annuity compensation.
Client services
Expertise
Occupation focus
Fee options
Fixed fees or annual retainer fees for financial planning advisory services, not to exceed $10,000.
Up to 2.75% annually (negotiable, varies by client and account)
Some Investment Adviser Representatives are also registered representatives of a broker-dealer and may receive commissions and 12b-1 fees on securities transactions. JMB does not charge advisory fees on accounts paying commissions or 12b-1 fees.
Hourly fees for financial planning range from $250 to $500 per hour.
Account minimum: $50,000 Fee-only: Financial planning advisory services offered on hourly, fixed fee, or annual retainer basis. Hourly fees range from $250 to $500 per hour. Fixed or annual retainer fees do not exceed $10,000.
Main office
7060 S. Yale, Suite 701
Tulsa OK 74136-5740
Advisors at this office
6
Most active in
Oklahoma · Texas
Also doing business as
J M Brown & Associates, Inc. · J M Brown And Associates Inc. · J M Brown Financial Partners · Roserock Investment Solutions
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
William T
CFP®, Series 63, Series 65
Tulsa, OK
J M Brown Financial Partners
William Tennant is a CFP® professional with 26 years of industry experience, currently serving at J M Brown Financial Partners since 2013. He holds Series 63 and Series 65 licenses and is also a Certified Public Accountant, providing seasonal tax preparation services outside of his advisory role. J M Brown Financial Partners is a registered investment adviser that serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans and charitable organizations. The firm offers comprehensive financial planning, retirement-plan advice, and portfolio management, using a fundamentally oriented investment process supplemented by technical analysis and model-driven asset allocation.
Ronald B
Series 63, Series 65
Tulsa, OK
J M Brown Financial Partners
Ronald Brown is a financial advisor with J M Brown Financial Partners in Tulsa, OK, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2012 and has been associated with J M Brown & Associates, Inc. since 2002. J M Brown Financial Partners is a registered investment adviser serving individual clients—including high-net-worth households—as well as pension plans, profit-sharing plans, and charitable organizations. The firm offers comprehensive financial planning, retirement-plan advice, and portfolio management using a fundamentally oriented investment process supplemented by technical and cyclical analysis, and also operates a third-party advisory program under a DBA for sub-advisory relationships.
Omar A
Series 63, Series 65
Tulsa, OK
J M Brown Financial Partners
Omar Ahmadieh is a financial advisor with J M Brown Financial Partners in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He worked previously at Northwestern Mutual in various roles between 2013 and 2018. Outside of advising, he is involved in several business activities including co-owning an HVAC company and working with a nutritional supplement manufacturer. J M Brown Financial Partners serves individual and high-net-worth clients with financial planning and discretionary portfolio management, employing a primarily fundamental investment approach supplemented by technical and cyclical methods. The firm also acts as a sub-advisor to other RIAs and offers in-house accounting services.
Connor W
Series 65
Tulsa, OK
J M Brown Financial Partners
Connor White is a financial advisor at J M Brown Financial Partners with 10 years of industry experience. He holds a Series 65 designation and has been with the firm since 2015. White is also a Licensed Insurance Agent in Oklahoma. J M Brown Financial Partners serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans and charitable organizations. The firm offers comprehensive financial planning, retirement-plan advice, and portfolio management, utilizing a fundamental investment approach supplemented by technical and cyclical analysis.
Rebekah A
Series 65
Tulsa, OK
J M Brown Financial Partners
Rebekah Andersen is a financial advisor at J M Brown Financial Partners with one year of industry experience. She holds a Series 65 designation and previously worked at Northwestern Mutual for seven years. J M Brown Financial Partners serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans and charitable organizations. The firm offers comprehensive financial planning, retirement-plan advice, and portfolio management, using a fundamentally oriented investment process supplemented by technical and cyclical analysis.
Justin K
CFP®, Series 63, Series 65
Tulsa, OK
J M Brown Financial Partners
Justin Kasparek is a CFP® professional with nine years of industry experience, currently serving as an advisor at J M Brown Financial Partners. His work history includes roles at BOK Financial Securities, Commonwealth Financial Network, Drawbridge Capital, LPL Financial, and Northwestern Mutual. J M Brown Financial Partners serves individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management, employing a blend of fundamental, technical, and cyclical investment approaches alongside active and model-driven strategies. The firm also acts as a sub-advisor to other RIAs and provides in-house accounting services.
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