Jeffrey Dale Brown

Employer firm

United Advisor Group CRD 324205

$1.43B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2015 → 09/2016
  Williams Advisory Group
  Mesa, AZ
• 08/2016 → 11/2017
  Infinity Wealth Managment, Llc
  Mesa, AZ
• 12/2008 → Present
  Infinity Accounting & Tax Specialists, Plc
  Mesa, AZ
• 01/2018 → 09/2019
  Global View Capital Management, Ltd.
  Waukesha, WI
• 11/2017 → 09/2019
  Global View Capital Insurance, Ltd.
  Waukesha, WI
• 11/2017 → 09/2019
  Global View Capital Advisors, Ltd.
  Waukesha, WI
• 09/2019 → Present
  Scf Investment Advisors, Inc.
  Fresno, CA
• 09/2024 → Present
  United Advisor Group
  Mesa, AZ
• 09/2024 → Present
  Flat Iron Wealth Management
  Mesa, AZ

Previous Registrations

• 2019-09-09 → 2024-11-01
  Scf Investment Advisors, Inc.
  Mesa, AZ
  San Diego, CA
  Mesa, AZ
• 2018-01-05 → 2019-10-01
  Global View Capital Management Llc
  Mesa, AZ
  Waukesha, WI
• 2016-11-01 → 2017-11-29
  Infinity Wealth Management
  Mesa, AZ
• 2015-11-25 → 2016-12-31
  Williams Advisory Group
  Chandler, AZ
• 2013-02-26 → 2015-11-02
  Triumph Wealth Advisors, Inc.
  Acworth, GA
  Mesa, AZ
• 2005-01-19 → 2005-03-21
  Lpl Financial Llc
  Mesa, AZ

Other Businesses

INFINITY ACCOUNTING & TAX SPECIALISTS - CPA FIRM - NOT INVESTMENT RELATED - SAME ADDRESS - MANAGE FIRM OPERATIONS, REVIEW & COMPLETE FINANCIAL STATEMENTS & TAX RETURNS - PERSONAL & BUSINESS; SELF EMPLOYED INSURANCE AGENT - NOT INVESTMENT RELATED - SAME ADDRESS - SELL FIXED LIFE, HEALTH, DISABILITY AND LONG TERM CARE INSURANCE PRODUCTS; VIRTRA, INC - DIRECTOR - FIRARMS SIMUATION TRAINING - NOT INVESTMENT RELATED - INDEPENDEN BOARD MEMBER AUDIT COMMITTE CHAIR; FLAT IRON WEALTH MANAGEMENT - INVESTMENT RELATED - INDEPENDENT CONTRACTOR -DBA FOR MY INVESTMENT ADVISORY SERVICES;

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-02-22
• S66 Uniform Combined State Law Examination
  2005-01-18

Other Names

• Jeffrey D. Brown
• Jeffrey Brown
• Jeff Brown