Jack Wilson Brown

Employer firm

Morgan House Capital, LLC CRD 330351

$2.10M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 12/2021 → 05/2022
  Medallion Wealth Advisors, Llc
  Farmington, CT
• 09/2016 → 06/2017
  Wheaton College
  Norton, MA
• 01/2018 → 06/2018
  University Of Hartford
  West Hartford, CT
• 09/2018 → 06/2019
  Bard College
  Annandale-On-Hudson, NY
• 08/2019 → 06/2021
  Babson College
  Wellesley, MA
• 07/2015 → 08/2020
  Peter L Brown Co.
  Granby, CT
• 08/2021 → 11/2021
  Medallion Wealth Advisors
  Farmington, CT
• 07/2017 → 09/2017
  Crs Landscaping & Excavation
  East Granby, CT
• 06/2022 → 03/2023
  Ameriprise Financial Services, Llc
  Simsbury, CT
• 08/2023 → 12/2023
  Pruco Securities Llc
  Glastonbury, CT
• 03/2023 → 08/2023
  Unemployed
  West Hartford, CT
• 09/2023 → 12/2023
  The Prudential Insurance Company Of America
  Glastonbury, CT
• 02/2024 → Present
  Belmont Asset Management, Llc
  East Hartford, CT
• 12/2023 → 10/2024
  Valley & Aetna Building Products
  East Hartford, CT
• 02/2026 → Present
  Morgan House Tavern
  Avon, CT

Previous Registrations

• 2023-09-07 → 2023-12-15
  Pruco Securities, Llc.
  Glastonbury, CT
• 2022-07-19 → 2023-03-17
  Ameriprise Financial Services, Llc
  Simsbury, CT
• 2022-01-03 → 2022-05-24
  Medallion Wealth Advisors, Llc
  Farmington, CT

Other Businesses

RENTAL PROPERTY #1 POSITION: Owner NATURE: Real Estate Development Rental and Leasing INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2022 ADDRESS: 16-20 Elm St, Tariffville CT 06081, United States DESCRIPTION: Managing the manager of the rental property RENTAL PROPERTY #2 POSITION: Owner NATURE: Real Estate Development Rental and Leasing INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/02/2020 ADDRESS: 11 Spruce Street, Westerly RI 02891, United States DESCRIPTION: Managing the manager of the rental property MORGAN HOUSE TAVERN POSITION: OWNER; NATURE: OVERSEE THE OPERATIONS OF A RESTAURANT; INVESTMENT RELATED- NO; ADDRESS: 136 SIMSBURY ROAD, BUILDING 14, AVON, CT 06070; START DATE: 2/6/2026 TIME PER MONTH: 80 HOURS

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-10-21
• S65 Uniform Investment Adviser Law Examination
  2021-11-08

Other Names

• Jack W Brown