Craig Brown

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About Craig Brown

Craig Brown is a Financial Advisor with Prudential Advisors. He has over 21 years of experience in financial services. Prior to this role, he was Vice President, Private Client Advisor with J.P. Morgan Wealth management and worked with Fifth Third Securities as an Investment Executive.

A planned move to TheVillages, FL is the next step in the life and times of Craig Brown, he is planning to be involved in many professional and voluntary organizations upon completion of the move. Craig is an avid sports enthusiast and plays tennis 3-4 times a week. Has played ice hockey throughout his life including volunteering for 10+ years at the youth level while living in Minnesota Twin City suburbs.

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General Information

Firm Start Year

1926

CRD#

4808310

Firm CRD#

6413

States Licensed in

FL, ME

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Independent Financial Advisor Prudential Financial Feb 2026 - Present The Villages, FL Work with clients in a holistic manner to understand their full financial picture and help them plan for their futures, via insurance planning, asset allocation plan and income planning.

Vice President, Investment Executive Fifth Third Securities Apr 2024 - Mar 2026 Palm Beach Gardens, Florida, United States

Private Client Advisor and Vice President of Investments J.P. Morgan Wealth Management Apr 2021 - Apr 2024

Private Client Banker JPMorgan Chase Bank N. A. Feb 2018 - Apr 2021 Palm Beach Gardens, Florida

Plantsville, Connecticut Wells Fargo Regional Banking Private Banker Oct 2016 - Feb 2018 · Registered Personal Banker 2 Mar 2014 - Oct 2016

Financial Advisor Ameriprise Financial Mar 2011 - Jan 2013

Financial Specialist US Bancorp Feb 2004 - Feb 2011

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

ChFC^®

Securities Licenses

Series 6, Series 7, Series 63, Series 65

Insurance and Annuity Licenses

Variable Annuity, Long Term Care, Variable Life, Life, Annuity

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts

100,000

Compensation Methods

Based on Assets, Flat Fee, Commissions

Fee % Based on Assets

Education

Bachelor's of Art - History

Central Connecticut State University
01/1991 -05/1995

Disclosures

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Disclaimer

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