Since 1996, Jeff Brown has been committed to developing customized strategies for high-net-worth investors to help them maximize the value of their present and future wealth. With experience at some of America’s leading financial institutions, Jeff specializes in helping his clients with complex wealth management issues, allowing them to live their lives the way they want.
Jeff began his career as an intern at a leading financial services company while he attended San Diego State University, where he earned his undergraduate and Master’s degrees in Finance. During his career he has served clients at American Express, Morgan Stanley and Wells Fargo Advisors.
Under Jeff’s leadership, the professionals of BWM Financial help clients define their financial dreams and address what is really important to each individual or institution. Additionally, Jeff enjoys working with executives of public and private companies, helping his clients potentially profit from the growth of their firms and meet their long-term personal goals.
Jeff and his family live in Carmel Valley, California. He is an avid surfer and snowboarder, spending several weeks per year traveling to remote places like Fiji to surf and Chile to heli-board, which represent some of the best conditions in these sports. Jeff is also a wine collector and fond of specialty tequilas. When not engaged in these adventurous activities, he enjoys spending time with his family right here in sunny San Diego or at their vacation home in Park City, Utah.
Jeff Brown is registered as an Investment Advisor Representative with Stratos Wealth Partners. Investment advice offered through Stratos Wealth Partners, Ltd., a Registered Investment Advisor DBA BWM Financial.