James M. Brown,  CFP<sup>&reg;</sup> - Financial Advisor

James M. Brown, CFP®

J M Brown Financial Partner

7060 S Yale, Ste 701
Tulsa, OK 74136-5740
(918) 496-5460

General

James Brown is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at J M Brown Financial Partner in Tulsa, OK and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - RHU

Insurance Licenses

  • Life insurance: Various
  • Health/disability insurance: Various
  • Fixed annuities: Various
  • Variable annuities: Various

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Insurance, Retirement, Long-term Care

More

Helpful Financial Planning Resources