Jason Edward Brown

Employer firm

Farther CRD 302050

$16.0B regulatory AUM 450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 07/2016 → 06/2019
  Wells Fargo
  Woodbridge, VA
• 07/2019 → 01/2021
  Fidelity
  Westlake, TX
• 01/2021 → 07/2026
  Fisher Investments
  Plano, TX
• 07/2026 → Present
  Farther
  Garland, TX

Previous Registrations

• 2021-01-14 → 2026-07-07
  Fisher Investments
  Plano, TX
  Plano, TX
• 2019-07-31 → 2021-01-08
  Fidelity Personal And Workplace Advisors
  Westlake, TX
• 2016-09-27 → 2019-06-18
  Wells Fargo Clearing Services, Llc
  Fredericksburg, VA
  Richmond, VA
  Woodbridge, VA
  Mclean, VA

Exams

• S66 Uniform Combined State Law Examination
  2016-09-27
• S63 Uniform Securities Agent State Law Examination
  2014-12-20

Designations

• Certified Financial Planner

Other Names

• Jason Edward Brown
• Jason Brown