William Raymond Tennant

Employer firm

J M Brown Financial Partners CRD 118427

$202M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 12/2013 → Present
  Jm Brown Financial Partners
  Tulsa, OK

Previous Registrations

• 2005-11-23 → 2013-11-29
  Securities America Advisors, Inc.
  Tulsa, OK
  Tulsa, OK
• 2003-04-28 → 2005-12-05
  Advisors Financial Group
  Tulsa, OK
• 1999-05-10 → 2003-04-17
  Investacorp Advisory Services Inc
  Tulsa, OK

Other Businesses

1.CERTIFIED PUBLIC ACCOUNTANT: PROVIDES TAX PREPARATION SERVICES, NON-INVESTMENT RELATED, 10% OF (SEASONAL) TIME SPENT ON TAX PREPARATION SERVICES

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-04-09
• S63 Uniform Securities Agent State Law Examination
  1996-11-06

Designations

• Certified Financial Planner

Other Names

• William Raymond Tennant