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Jackson Mathias Brown

Range Advisory, LLC

Mclean, VA

New York, NY

CRD 7239689

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Employer firm

Range Advisory, LLC CRD 321969

$654M regulatory AUM 1,180 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

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

Current Employers
Range Advisory, Llc

8270 Greensboro Drive Suite 910, Mclean, VA 22102 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-07-07
PA RA APPROVED 2025-07-03
NY RA APPROVED 2025-07-02
TX RA APPROVED_RES 2025-07-02
  • VA RA
    APPROVED
    Since 2025-07-07
  • PA RA
    APPROVED
    Since 2025-07-03
  • NY RA
    APPROVED
    Since 2025-07-02
  • TX RA
    APPROVED_RES
    Since 2025-07-02

Branch Locations

8270 Greensboro Drive Suite 910, Mclean, VA 22102 • United States

369 Lexington Ave 9Th Floor, New York, NY 10017 • 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
Ghp Investment Advisors Denver CO 10/2022 04/2025
Hotel Boulderado Boulder CO 09/2021 10/2022
Nothing Bundt Cakes Longmont CO 01/2021 06/2021
Northwestern Mutual Boulder CO 05/2020 12/2020
Hotel Boulderado Boudler CO 12/2019 04/2020
Pumphouse Longmont CO 08/2019 12/2019
Yellowstone Club Big Sky MT 05/2019 08/2019
Cu Boulder Boulder CO 08/2018 05/2019
Pumphouse Longmont CO 11/2017 08/2018
Panera Bread Longmont CO 01/2016 11/2017
Lake Valley Longmont CO 05/2021 08/2022
Range Advisory, Llc Mclean VA 04/2025 Present
  • 10/2022 → 04/2025
    Ghp Investment Advisors
    Denver, CO
  • 09/2021 → 10/2022
    Hotel Boulderado
    Boulder, CO
  • 01/2021 → 06/2021
    Nothing Bundt Cakes
    Longmont, CO
  • 05/2020 → 12/2020
    Northwestern Mutual
    Boulder, CO
  • 12/2019 → 04/2020
    Hotel Boulderado
    Boudler, CO
  • 08/2019 → 12/2019
    Pumphouse
    Longmont, CO
  • 05/2019 → 08/2019
    Yellowstone Club
    Big Sky, MT
  • 08/2018 → 05/2019
    Cu Boulder
    Boulder, CO
  • 11/2017 → 08/2018
    Pumphouse
    Longmont, CO
  • 01/2016 → 11/2017
    Panera Bread
    Longmont, CO
  • 05/2021 → 08/2022
    Lake Valley
    Longmont, CO
  • 04/2025 → Present
    Mclean, VA
Previous Registrations
Other Businesses

the name of the other business: Passport whether the business is investment related: No the address of the other business: 506 E. 13th St. New York, NY 10009 the nature of the other business: Clothing brand your position: Owner/Designer title, or relationship with the other business: Owner/Designer the start date of your relationship: 1/1/26 the approximate number of hours/month you devote to the other business: 5 the number of hours you devote to the other business during securities trading hours: 0 and briefly describe your duties relating to the other business: designing and selling clothes, and creating content around men's fashion.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-05
  • S65 Uniform Investment Adviser Law Examination
    2023-04-05
Designations
  • Certified Financial Planner

View on SEC IAPD

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