Advisor at Family Legacy Advisors, LLC
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Firm
Family Legacy Advisors, LLC
Location
Overland Park, KS 66211
Credentials
Series 65
Industry experience
1 year
Johnathan Brown is a financial advisor at Family Legacy Advisors, LLC with one year of industry experience. He holds a Series 65 credential and has previously worked at JPMorgan Chase and Stonex Inc. In addition to his advisory role, he is an Estate Planning Attorney at Parman and Easterday, focusing on wills, trusts, and estate administration. Family Legacy Advisors provides portfolio management and investment planning primarily for individual clients, as well as charitable organizations and business entities. The firm uses a modern portfolio theory-based approach and offers both discretionary and non-discretionary management with regular monitoring and quarterly reporting.
$0+: Up to 1.40% $0 - $1,000,000: 1.40% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $6,000,000: 0.75% $6,000,001 - $10,000,000: 0.50%
Fee-only: Negotiable fees up to 1.40% annually
10740 Nall Ave, Suite 158
Overland Park, KS 66211
Kansas
Family Legacy Advisors, LLC
2024 - Present (2 years)
Parman and Easterday
2024 - Present (2 years)
Unemployed
2022 - 2024 (2 years)
JPMorgan Chase
2022 - 2022 (1 year)
Stonex Inc.
2020 - 2021 (1 year)
Home Credit US LLC
2019 - 2020 (1 year)
INTL FCStone Inc.
2018 - 2019 (1 year)
UnitedLex Professional Services, LLC
2017 - 2018 (1 year)
Unemployed
2016 - 2017 (1 year)
Synchrony Financial
2009 - 2016 (7 years)
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Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Overland Park, KS
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