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Jared Matthew Brown

Cerity Partners LLC

Louisville, KY

New York, NY

CRD 7836329

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Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Cerity Partners Llc

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2024-01-03
  • KY RA
    APPROVED
    Since 2024-01-03

Branch Locations

2201 High Wickham Place, Louisville, KY 40245 • United States

99 Park Avenue 16Th Floor, New York, NY 10016 • 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
First State Bank Bowling Green KY 06/2018 08/2019
University Of Kentucky Lexington KY 08/2019 09/2021
Liberty Federal Credit Union Louisville KY 01/2022 10/2023
Cerity Partners Llc Louisville KY 10/2023 Present
Full-Time Education Richmond KY 07/2014 05/2018
Full-Time Education Bowling Green KY 06/2018 08/2019
Unemployed Richmond KY 10/2021 12/2021
  • 06/2018 → 08/2019
    First State Bank
    Bowling Green, KY
  • 08/2019 → 09/2021
    University Of Kentucky
    Lexington, KY
  • 01/2022 → 10/2023
    Liberty Federal Credit Union
    Louisville, KY
  • 10/2023 → Present
    Cerity Partners Llc
    Louisville, KY
  • 07/2014 → 05/2018
    Full-Time Education
    Richmond, KY
  • 06/2018 → 08/2019
    Full-Time Education
    Bowling Green, KY
  • 10/2021 → 12/2021
    Unemployed
    Richmond, KY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-03
  • S65 Uniform Investment Adviser Law Examination
    2024-01-03

View on SEC IAPD

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Donald R Dentinger
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Nearby Offices

RAYMOND JAMES & ASSOCIATES, INC. · LOUISVILLE, KY
MORGAN STANLEY · Louisville, KY
WAYCROSS GP, LLC · LOUISVILLE, KY

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