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Jeffrey Christopher Brewer

Modera Wealth Management, LLC

Westwood, NJ

Charlotte, NC

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Current Employers
Modera Wealth Management, Llc

56 Jefferson Avenue, Westwood, NJ 07675 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-04-25
  • NC RA
    APPROVED
    Since 2025-04-25

Branch Locations

56 Jefferson Avenue, Westwood, NJ 07675 • United States

6101 Carnegie Blvd Suite 200, Charlotte, NC 28209 • 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
Dimensional Fund Advisors Lp Austin TX 06/2011 09/2016
Surepath Wealth Management Llc Charlotte NC 03/2020 03/2021
Brewer Marketing Consulting Llc Charlotte NC 10/2019 03/2021
Wealthsource Partners, Llc Charlotte NC 03/2021 07/2021
Dimensional Fund Advisors Lp Charlotte NC 09/2016 09/2019
Wealthsource Partners, Llc Charlotte NC 08/2021 09/2023
Unemployed Charlotte NC 09/2023 02/2024
Choreo, Llc Charlotte NC 02/2024 04/2025
Modera Wealth Management Llc Westwood NJ 04/2025 Present
  • 06/2011 → 09/2016
    Dimensional Fund Advisors Lp
    Austin, TX
  • 03/2020 → 03/2021
    Surepath Wealth Management Llc
    Charlotte, NC
  • 10/2019 → 03/2021
    Brewer Marketing Consulting Llc
    Charlotte, NC
  • 03/2021 → 07/2021
    Wealthsource Partners, Llc
    Charlotte, NC
  • 09/2016 → 09/2019
    Dimensional Fund Advisors Lp
    Charlotte, NC
  • 08/2021 → 09/2023
    Wealthsource Partners, Llc
    Charlotte, NC
  • 09/2023 → 02/2024
    Unemployed
    Charlotte, NC
  • 02/2024 → 04/2025
    Choreo, Llc
    Charlotte, NC
  • 04/2025 → Present
    Modera Wealth Management Llc
    Westwood, NJ
Previous Registrations
  • 2024-02-14 → 2025-04-04
    Choreo, Llc
    Charlotte, NC
    Rockford, IL
  • 2021-05-04 → 2023-10-02
    Wealthsource®
    Charlotte, NC
  • 2020-04-08 → 2021-03-29
    Surepath Wealth Management
    Charlotte, NC
    Austin, TX
  • 2014-07-24 → 2019-10-01
    Dimensional Fund Advisors Lp
    Austin, TX
    Charlotte, NC
    Austin, TX
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-07-22
  • S66 Uniform Combined State Law Examination
    2014-07-22
Designations
Other Names
  • Jeff Christopher Brewer

View on SEC IAPD

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LPL ENTERPRISE, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TD PRIVATE CLIENT WEALTH LLC
PNC WEALTH MANAGEMENT LLC

Other Investors

WILLIAM EMERSON HOUCK
ATHANASIOS KOLEFAS
HARLI LYNN PALME
LESLIE ANN YOUNG
CHAD EVANS FOSTER
BENJAMIN MATTHEW BLAKE
Kevin Javier Stewart
ERIN LYNN VILLAMIZAR

Other Offices

EDWARD JONES · WESTWOOD, NJ
J.P. MORGAN SECURITIES LLC · WESTWOOD, NJ
AMERIPRISE FINANCIAL SERVICES, LLC · Westwood, NJ
ALLSTATE FINANCIAL ADVISORS, LLC · WESTWOOD, NJ
LPL ENTERPRISE, LLC · EMERSON, NJ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HILLSDALE, NJ
TD PRIVATE CLIENT WEALTH LLC · Hillsdale, NJ
PNC WEALTH MANAGEMENT LLC · EMERSON, NJ

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