Jason William Browne

Current Employers

Independent Solutions Wealth Management, Llc

305 Spindrift Drive, Williamsville, NY 14221 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-03-10

TX RA
APPROVED

Since 2026-03-10

Branch Locations

Montgomery, TX • United States

305 Spindrift Drive, Williamsville, NY 14221 • 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

Organization	City	State	From	To
Fundx Investment Group	San Francisco	CA	07/2000	04/2019
Sowell Management Services	North Little Rock	AR	04/2019	07/2021
Alexis Investment Partners, Llc	Montgomery	TX	06/2021	Present
Independent Solutions Wealth Management, Llc	Williamsville	NY	03/2026	Present

07/2000 → 04/2019

Fundx Investment Group

San Francisco, CA
04/2019 → 07/2021

Sowell Management Services

North Little Rock, AR
06/2021 → Present

Alexis Investment Partners, Llc

Montgomery, TX
03/2026 → Present

Independent Solutions Wealth Management, Llc

Williamsville, NY

Previous Registrations

2021-06-02 → 2026-03-06

Alexis Investment Partners, Llc

Montgomery, TX
2019-04-16 → 2021-07-30

Sowell Management

Bethlehem, PA

North Little Rock, AR

Montgomery, TX
2003-07-30 → 2019-05-01

Fundx Investment Group, Llc

San Francisco, CA

Other Businesses

1) Alexis Investment Partners, LLC, RIA; Duties: Portfolio Manager to LEXI ETF; Since: 06/21; Compensation: Management Fee; Investment Related: Yes; Hours per month: 60; 20 hours per month during trading hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1995-10-26
S63	Uniform Securities Agent State Law Examination	1995-07-05

S65 Uniform Investment Adviser Law Examination

1995-10-26
S63 Uniform Securities Agent State Law Examination

1995-07-05

Designations

Other Names

Jason William Browne

View on SEC IAPD