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Jeannan Castleberry Brewer

Kingswood Wealth Advisors, LLC

Pensacola, FL

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Current Employers
Kingswood Wealth Advisors, Llc

11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-10-14
FL RA APPROVED 2024-07-22
  • TX RA
    APPROVED_RES
    Since 2025-10-14
  • FL RA
    APPROVED
    Since 2024-07-22

Branch Locations

3 W Garden St Ste 352, Pensacola, FL 32502 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Raymond James & Associates, Inc. Andalusia AL 02/2013 10/2017
Wunderlich Securities, Inc. Memphis TN 11/2017 07/2018
Eudaimonia Advisors Llc D/B/A Brewer Wealth Management Pensacola FL 08/2019 Present
Brewer Wealth Management Pensacola FL 07/2018 08/2019
Purshe Kaplan Sterling Investments Albany NY 03/2020 Present
Kingswood Wealth Advisors Pensacola FL 07/2024 Present
  • 02/2013 → 10/2017
    Andalusia, AL
  • 11/2017 → 07/2018
    Wunderlich Securities, Inc.
    Memphis, TN
  • 08/2019 → Present
    Eudaimonia Advisors Llc D/B/A Brewer Wealth Management
    Pensacola, FL
  • 07/2018 → 08/2019
    Brewer Wealth Management
    Pensacola, FL
  • 03/2020 → Present
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 07/2024 → Present
    Kingswood Wealth Advisors
    Pensacola, FL
Previous Registrations
  • 2019-12-18 → 2025-01-22
    Eudaimonia Advisors Llc
    Pensacola, FL
    Winchester, TN
    Pensacola, FL
  • 2017-11-14 → 2018-07-10
    B. Riley Wealth Management
    Andalusia, AL
    Memphis, TN
    Andalusia, AL
  • 2013-02-13 → 2017-11-13
    Andalusia, AL
    Pensacola, FL
  • 2003-01-29 → 2013-02-13
    Morgan Keegan & Company, Llc
    Andalusia, AL
Other Businesses

1) 1. Eudaimonia Advisors LLC 2. Investment Related 3. 1791 Bypass Rd, Winchester, TN 37398 4. RIA 5. IAR 6. 9/3/19 7. 160 8. 160 9. Investment 2) 1. Brewer Wealth Management, LLC 2. Investment Related 3. 601 Port Royal Way, Pensacola FL 32502 4. LLC for personal business management 5. Owner 6. 8/1/2019 7. 1 hour 8. 0 hours 9. Payroll and tax filing 3) Brewer Holdings II,Is Not Investment Related,"3406 Chantarene Dr, , Pensacola, FL, 32507, United States",future rental property,owner,7/15/2026,1 hours per month,0 hours per month during trading hours,Other Compensation,purchased a home which may be used for a future rental property 3) 1. Brewer Holdings LLC 2. Not investment related 3. 1831 E Three Notch St, Andalusia AL 36420 4. Real Estate Rental 5. Owner 6. March 1, 2013 7. 1 hour/month 8. 0 hours during trading 9. Property owner 4) 1. PKS Financial 2. Investment Related 3. 80 State St, Albany, NY 12207 4. Insurance Carrier 5. Insurance Representative 6. April 2020 7. 3 hours/month 8. 3 hours during trading 9. Service insurance and annuity contracts 5) Great American. Investment Related. 3 W Garden St, Suite 352, Pensacola, FL 32502. Fixed annuity rep. Fixed Annuity/Insurance Rep. 0hrs/mo. Receive trails on existing fixed annuities. 6) Chantarene Home Owners Association; Not Investment Related; 3406 Chantarene Drive, Pensacola, FL 32507; HOA/Vice President; 11/02/2021; 1 hr per month, 0 hours during trading; Preside over meetings in the absence of the President. Impact 100,Is Not Investment Related,"3 W GARDEN ST Suite 352, , Pensacola, FL, 32502, United States",501c3 charitable organization,member,11/20/2024,1 hours per month,1 hours per month during trading hours,No Compensation Compensation,"I am a member, but hold no board position. I have been asked to serve as a representative for a Schwab account which will be used to receive and liquidate securities given as a donation to Impact 100." Brewer Wealth Management,Is Investment Related,"3406 Chantarene Drive, Pensacola FL 32507, Pensacola, FL, FL, 32507, United States",Insurance,Representative,12/1/1999,2 hours per month,2 hours per month during trading hours,Commission Compensation,Insurance/Annuity representative

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-01-25
S63 Uniform Securities Agent State Law Examination 2000-01-10
  • S66 Uniform Combined State Law Examination
    2003-01-25
  • S63 Uniform Securities Agent State Law Examination
    2000-01-10
Other Names
  • Frances Jeannan Castleberry
  • Nann Castleberry Brewer

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