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J M BROWN FINANCIAL PARTNERS

TULSA, OK · CRD 118427 · IAPD ↗ · perfectcalendar.com · 918-496-5460

$202.1MRegulatory AUM
5Advisory reps
7Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — J M BROWN FINANCIAL PARTNERS reported RAUM up 28% ($158.0M -> $202.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
April 2025 — J M BROWN FINANCIAL PARTNERS reported RAUM up 32% ($120.0M -> $158.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
August 2024 — J M BROWN FINANCIAL PARTNERS (TULSA, OK) is newly SEC-registered with $120.0M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.