PERFECT CALENDAR - Key Persons
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.
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.
Jim Brown was President of
J M Brown Financial Partners, Inc. since 1984 through November 2011. As the founder of the firm, Jim continues to act as a Strategic Consultant/Senior Advisor to the overall growth of the practice.
Ludo joined the company in 1984 after working as a Supervisor in Accounts Receivable at Mercy Health Center in Oklahoma City. She is in charge of the daily processing of accounts receivable and payable, managing the organization's HR.
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.
Pat joined J M Brown Financial Partners in November 2013 as Operations Manager, making sure that our clients have an optimal customer service experience. Pat brings to the firm over 34 years of experience in the financial industry.
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.
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: 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.
Tyler is beginning his business career with J M Brown Financial Partners as an analyst.
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.