WHO WE ARE
Live Life on your terms!
YOUR PERFECT FINANCIAL CALENDAR DELIVERED
J M Brown Financial Partners is an independent Wealth Management firm located in Tulsa, Oklahoma, with clients in multiple states. We understand that the biggest challenge when preparing for a sound financial future is knowing what to do. We created our firm to help take the mystery out of planning or what we call your perfect financial calendar™. Financial planning is an evolving process that changes with the different stages in life.
Whether your goal is preparing to save for your children’s college education, retirement and/or estate planning, our personalized approach focuses on your needs, wants, financial goals, and objectives. By planning for your future, you will get closer to attaining what we have termed the “perfect calendar” – which simply means “living life on your own terms.” Our team of professionals have years of experience in the financial services industry. We strive to help you address your needs of today and for many years to come and look forward to working with you through every season of your life.
Our Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our team of financial professionals can help you address issues or questions such as:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What is the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced team of financial professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Ronald Brown
President
Ronald Brown joined J M Brown Financial Partners in June 2002 and became president in November 2011. He is responsible for managing all client relationships.
William (Bill) Tennant, MBA, CPA, CFP ®
Investment Advisor
William (Bill) Tennant joined J M Brown Financial Partners in 2013 as an Investment Advisor Representative. He has a Bachelor’s Degree in Accounting from Queens College, New York and a Master’s Degree in Finance from Pepperdine.
Angela (Angie) Rosario
Financial Consultant
Angie Rosario-Brown joined J M Brown Financial Partners in June 2002 and brings to our practice over 25 years of experience in the financial industry. Previously, Angie was a Vice President for the Latin American Credit Research.
Omar Adam Ahmadieh
Financial Advisor
Omar Adam has been a Financial Advisor since 2013. He prides himself on developing and maintaining client relationships and providing you with the guided execution to help you realize your goals. He is passionate about being your advocate.
Connor White
Financial Advisor
Connor is beginning his business career with J M Brown Financial Partners as an Associate Advisor. He graduated with a dual degree in Humanities and Classical Studies from Villanova University in 2014.
Rebekah Andersen
Financial Planning Operations
Rebekah is a seasoned financial industry professional with over six years of experience. Rebekah earned her degree in Education with honors and has since transitioned to the financial services world to pursue her passion for investing and operations. Her attention to detail and commitment to providing exceptional service make her a valuable member of our team.
7060 S Yale Ave
Suite 701
Tulsa, OK 74136
Office: (918) 496-5460
Fax:(918) 496-5160
Check the background of your financial professional on FINRA's BrokerCheck.
The content is developed from sources believed to be providing accurate information. 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. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
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. Ronald Brown is registered to offer securities in the following states: CA, KS, NY, OK, TN, TX, VA.
Securities offered through Purshe Kaplan Sterling Investments, member FINRA/SIPC, Headquartered at 80 State St, Albany, NY, 12207 | Tel. (800) 801-6851. 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. J M Brown Financial Partners is located at 7060 South Yale, Suite 701, Tulsa, OK 74136.
NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINICPAL NOT INSURED BY ANY STATE OR FEDERAL AGENCY.
