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J M Brown & Associates, Inc. (Tulsa)


J M Brown & Associates, Inc. is an adviser based in Tulsa. It manages $54.75 million of regulatory assets for 487 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Arkansas, Minnesota, Oklahoma, and Texas.

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J M Brown & Associates provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and active investment management. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

J M Brown & Associates: assets under management

The assets under management (AUM) of J M Brown & Associates, Inc. is $54.75 million. The firm's AUM has grown by 7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $30.34 million in discretionary accounts and $24.41 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $119.44 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $104.78 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay J M Brown & Associates, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Tulsa

The principal office where J M Brown & Associates, Inc. performs its advisory services is located at 7060 S. Yale, Tulsa, OK 74136 5740, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 918-496-5460 or by fax 918-496-5160. The normal business hours are after 10:00 a.m. on Other. You can find more information about the New York firm at perfectcalendar.com.


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