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James Christopher Brown

Minerva Planning Group

Durham, NC

Decatur, GA

CRD 5246062

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Employer firm

Minerva Planning Group CRD 127263

$237M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Minerva Planning Group

315 W. Ponce De Leon Avenue Suite 880, Decatur, GA 30030 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-05-24
NC RA APPROVED 2024-05-13
  • TX RA
    APPROVED
    Since 2024-05-24
  • NC RA
    APPROVED
    Since 2024-05-13

Branch Locations

Durham, NC • United States

315 W. Ponce De Leon Avenue Suite 880, Decatur, GA 30030 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Vaughan-Brown Wealth Management, Llc Durham NC 04/2011 05/2024
Minerva Planning Group, Inc. Durham NC 05/2024 Present
  • 04/2011 → 05/2024
    Vaughan-Brown Wealth Management, Llc
    Durham, NC
  • 05/2024 → Present
    Minerva Planning Group, Inc.
    Durham, NC
Previous Registrations
  • 2011-06-16 → 2024-05-10
    Vaughan-Brown Wealth Management, Llc
    Durham, NC
  • 2007-07-11 → 2007-12-31
    Hammel Financial Advisory Group, Llc
    Brentwood, TN
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2008-11-07
S65 Uniform Investment Adviser Law Examination 2007-07-10
  • S63 Uniform Securities Agent State Law Examination
    2008-11-07
  • S65 Uniform Investment Adviser Law Examination
    2007-07-10
Designations
  • Certified Financial Planner
Other Names
  • Chris Brown

View on SEC IAPD

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