J M BROWN & ASSOCIATES, INC.
Legal name: J M BROWN FINANCIAL PARTNERS
CRD #118427 SEC #801-130747 TULSA, OK 918-496-5460
SEC Registered
Total AUM
$158M
Discretionary
$158M
Employees
8
Clients
0
Accounts
934
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $158M | $158M | $0 | 8 | 0 |
| Mar 2025 | $158M | $158M | $0 | 8 | 0 |
| Aug 2024 | $120M | $118M | $2M | 7 | 0 |
| Jun 2024 | $120M | $118M | $2M | 7 | 0 |
| Jun 2012 | $54.8M | $30.3M | $24.4M | 1 | 200 |
| Jun 2012 | $54.8M | $30.3M | $24.4M | 1 | 200 |
| Jun 2012 | $54.8M | $30.3M | $24.4M | 1 | 200 |
| May 2012 | $54.8M | $30.3M | $24.4M | 1 | 200 |
| May 2012 | $54.8M | $30.3M | $24.4M | 1 | 200 |
| Mar 2012 | $54.8M | $30.3M | $24.4M | 1 | 200 |
| Feb 2012 | $54.9M | $32.5M | $22.3M | 1 | 200 |
| Nov 2011 | $54.9M | $32.5M | $22.3M | 1 | 251 |
| Mar 2011 | $54.9M | $32.5M | $22.3M | 5 | -- |
| Mar 2010 | $55.9M | $30.6M | $25.3M | 5 | -- |
| Mar 2009 | $43.3M | $26.6M | $16.7M | 5 | -- |
| Jan 2007 | $53M | $22M | $31M | 5 | -- |
| Mar 2006 | $51M | $20M | $31M | 5 | -- |
| Sep 2005 | $40.4M | $0 | $40.4M | 5 | -- |
| Mar 2004 | $34.4M | $0 | $34.4M | 5 | -- |
DateJun 2025
Total AUM$158M
Discretionary$158M
Non-Disc.$0
Employees8
Clients0
DateMar 2025
Total AUM$158M
Discretionary$158M
Non-Disc.$0
Employees8
Clients0
DateAug 2024
Total AUM$120M
Discretionary$118M
Non-Disc.$2M
Employees7
Clients0
DateJun 2024
Total AUM$120M
Discretionary$118M
Non-Disc.$2M
Employees7
Clients0
DateJun 2012
Total AUM$54.8M
Discretionary$30.3M
Non-Disc.$24.4M
Employees1
Clients200
DateJun 2012
Total AUM$54.8M
Discretionary$30.3M
Non-Disc.$24.4M
Employees1
Clients200
DateJun 2012
Total AUM$54.8M
Discretionary$30.3M
Non-Disc.$24.4M
Employees1
Clients200
DateMay 2012
Total AUM$54.8M
Discretionary$30.3M
Non-Disc.$24.4M
Employees1
Clients200
DateMay 2012
Total AUM$54.8M
Discretionary$30.3M
Non-Disc.$24.4M
Employees1
Clients200
DateMar 2012
Total AUM$54.8M
Discretionary$30.3M
Non-Disc.$24.4M
Employees1
Clients200
DateFeb 2012
Total AUM$54.9M
Discretionary$32.5M
Non-Disc.$22.3M
Employees1
Clients200
DateNov 2011
Total AUM$54.9M
Discretionary$32.5M
Non-Disc.$22.3M
Employees1
Clients251
DateMar 2011
Total AUM$54.9M
Discretionary$32.5M
Non-Disc.$22.3M
Employees5
Clients--
DateMar 2010
Total AUM$55.9M
Discretionary$30.6M
Non-Disc.$25.3M
Employees5
Clients--
DateMar 2009
Total AUM$43.3M
Discretionary$26.6M
Non-Disc.$16.7M
Employees5
Clients--
DateJan 2007
Total AUM$53M
Discretionary$22M
Non-Disc.$31M
Employees5
Clients--
DateMar 2006
Total AUM$51M
Discretionary$20M
Non-Disc.$31M
Employees5
Clients--
DateSep 2005
Total AUM$40.4M
Discretionary$0
Non-Disc.$40.4M
Employees5
Clients--
DateMar 2004
Total AUM$34.4M
Discretionary$0
Non-Disc.$34.4M
Employees5
Clients--