Kevin Thomas Brown

Employer firm

Amj Financial Wealth Management LLC CRD 162878

$482M regulatory AUM 3 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 05/2022 → 12/2023
  Ameriprise Financial Services, Llc
  Winchester, VA
• 06/2020 → 08/2021
  Lowe's
  Winchester, VA
• 08/2020 → 12/2023
  Virginia Polytechnic Institute And State College
  Blacksburg, VA
• 01/2013 → 08/2020
  Frederick County Public Schools
  Winchester, VA
• 02/2024 → 08/2024
  Triad Advisors
  Norcross, GA
• 01/2024 → Present
  Amj Financial Wealth Management Llc
  Leesburg, VA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Leesburg, VA

Other Businesses

1. OSAIC WEALTH. INVESTMENT RELATED. NOCROSS, GA. REGISTERED REPRESENTATIVE. START DATE: 02/2024. APPROXIMATELY 20 HOURS PER WEEK DURING SECURITIES TRADING HOURS. LESS THAN 5 HOURS PER WEEK OUTSIDE OF SECURITIES TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2024-04-19

Designations

• Certified Financial Planner