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Frequently Asked Questions (FAQ)

Where can I check the background of my financial professional?

You can check the background of your financial professional on FINRA’s BrokerCheck

Is the information provided tax or legal advice?

No, the information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Who are the Investment Adviser Representatives of J M Brown Financial Partners?

Ronald Brown, James M. Brown, CFP®, William Tenant, MBA, CPA, CFP®, Connor White, and Omar Ahmadieh are Investment Adviser Representatives of J M Brown Financial Partners, a Registered Investment Adviser.

In which states is Ronald Brown registered to offer securities?

Ronald Brown is registered to offer securities in the following states: CA, KS, NY, OK, TN, TX, VA.

Who are Purshe Kaplan Sterling Investments and how are they affiliated with J M Brown Financial Partners?

Securities are offered through Purshe Kaplan Sterling Investments, member FINRA/SIPC, headquartered at 80 State St, Albany, NY, 12207. Purshe Kaplan Sterling Investments and J M Brown Financial Partners are not affiliated companies. Purshe Kaplan Sterling Investments and its representatives do not provide tax or legal advice. Please consult an appropriate professional about your specific situation.

What are the disclaimers regarding FDIC insurance and investment risks?

Investments are NOT FDIC INSURED, NOT BANK GUARANTEED, and MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. They are NOT INSURED BY ANY STATE OR FEDERAL AGENCY.