Chris' Qualifications

J. Christopher Brown, Jr.| Managing Partner

 While certain licenses are required to be a financial advisor, I believe in continually supplementing my education to stay up to date with current rules, regulations and strategies.  Since starting in the financial services industry in 2004 I have focused on my continuing education and to better serve my clients, I obtained the CERTIFIED FINANCIAL PLANNER® certification.

The CERTIFIED FINANCIAL PLANNER® designation is considered a standard of excellence for financial planning.  The designation was developed by the CFP Board, a non-profit organization whose mission is to ensure a high level of education, experience and ethics in the financial planning industry.  The CFP Board developed the CFP® certification to help investors locate educated, tenured and ethical financial advisors who understand the complexities of the financial markets and are dedicated to making recommendations in the client’s best interest.

Why Choose A CFP Professional

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (CA, CO, DC, FL, GA, LA, MD, ME, NC, PA, TX, VA, WV). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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