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Jason Patrick Seney

Brown | Miller Wealth Management, LLC

Mclean, VA

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Current Employers
Brown | Miller Wealth Management, Llc

8280 Greensboro Drive Suite 220, Mclean, VA 22102 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-07-29
VA RA APPROVED 2024-07-29
  • TX RA
    APPROVED
    Since 2024-07-29
  • VA RA
    APPROVED
    Since 2024-07-29

Branch Locations

8280 Greensboro Drive Suite 220, Mclean, VA 22102 • 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
Morgan Stanley Bethesda MD 05/2013 05/2018
Morgan Stanley Bethesda MD 05/2018 01/2020
Morgan Stanley Bethesda MD 01/2020 10/2021
Chevy Chase Trust Bethesda MD 10/2021 12/2023
Unemployed Bethesda MD 12/2023 06/2024
Brown Miller Wealth Management Mclean VA 06/2024 Present
  • 05/2013 → 05/2018
    Morgan Stanley
    Bethesda, MD
  • 05/2018 → 01/2020
    Morgan Stanley
    Bethesda, MD
  • 01/2020 → 10/2021
    Morgan Stanley
    Bethesda, MD
  • 10/2021 → 12/2023
    Chevy Chase Trust
    Bethesda, MD
  • 12/2023 → 06/2024
    Unemployed
    Bethesda, MD
  • 06/2024 → Present
    Brown Miller Wealth Management
    Mclean, VA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-29
S66 Uniform Combined State Law Examination 2013-12-30
  • S65 Uniform Investment Adviser Law Examination
    2024-07-29
  • S66 Uniform Combined State Law Examination
    2013-12-30

View on SEC IAPD

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