Omar Ahmadieh
Advisor at J M Brown Financial Partners
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at J M Brown Financial Partners
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Tulsa, OK 74136-5740
Credentials
Series 63, Series 65
Industry experience
11 years
Omar Ahmadieh is a financial advisor at J M Brown Financial Partners with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual in various capacities from 2013 to 2018. Outside of his advisory role, he is involved in several business ventures, including co-owning an HVAC company and manufacturing nutritional supplements. J M Brown Financial Partners primarily serves individual clients, including high-net-worth households, as well as pension and charitable organizations. The firm offers comprehensive financial planning and portfolio management, utilizing a fundamentally oriented investment approach supplemented by technical and cyclical analysis, and operates a third-party advisory program for sub-advisory relationships.
Based on J M Brown Financial Partners
Based on J M Brown Financial Partners
Fixed fees or annual retainer fees for financial planning advisory services, not to exceed $10,000.
Up to 2.75% annually (negotiable, varies by client and account)
Some Investment Adviser Representatives are also registered representatives of a broker-dealer and may receive commissions and 12b-1 fees on securities transactions. JMB does not charge advisory fees on accounts paying commissions or 12b-1 fees.
Hourly fees for financial planning range from $250 to $500 per hour.
Account minimum: $50,000 Fee-only: Financial planning advisory services offered on hourly, fixed fee, or annual retainer basis. Hourly fees range from $250 to $500 per hour. Fixed or annual retainer fees do not exceed $10,000.
7060 S. Yale, Suite 701
Tulsa, OK 74136-5740
Oklahoma
JM Brown Financial Partners
2018 - Present (8 years)
Northwestern Mutual Wealth Management Company
2016 - 2018 (2 years)
Sells Calls Through Craigslist
2014 - 2018 (4 years)
Northwestern Mutual Investment Management
2014 - 2018 (4 years)
NORTHWESTERN MUTUAL LIFE Insurance Company
2013 - 2018 (5 years)
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Real estate agent
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