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Justin Douglas Brownlee

Brownlee Wealth Management

Fort Worth, TX

Houston, TX

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Current Employers
Brownlee Wealth Management

10000 Memorial Drive Suite 440, Houston, TX 77024 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-08-26
  • TX RA
    APPROVED
    Since 2019-08-26

Branch Locations

Fort Worth, TX • United States

10000 Memorial Drive Suite 440, Houston, TX 77024 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments The Woodlands TX 10/2015 11/2016
Fidelity Investments The Woodlands TX 11/2016 06/2019
Brownlee Wealth Management The Woodlands TX 07/2019 Present
  • 10/2015 → 11/2016
    Fidelity Investments
    The Woodlands, TX
  • 11/2016 → 06/2019
    Fidelity Investments
    The Woodlands, TX
  • 07/2019 → Present
    The Woodlands, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-04-26
  • S66 Uniform Combined State Law Examination
    2013-04-26
Designations

View on SEC IAPD

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