J M Brown Financial Partners

William Tennant is a CFP® professional with 26 years of industry experience, currently serving at J M Brown Financial Partners since 2013. He holds Series 63 and Series 65 licenses and is also a Certified Public Accountant, providing seasonal tax preparation services outside of his advisory role. J M Brown Financial Partners is a registered investment adviser that serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans and charitable organizations. The firm offers comprehensive financial planning, retirement-plan advice, and portfolio management, using a fundamentally oriented investment process supplemented by technical analysis and model-driven asset allocation.

Ronald Brown is a financial advisor with J M Brown Financial Partners in Tulsa, OK, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2012 and has been associated with J M Brown & Associates, Inc. since 2002. J M Brown Financial Partners is a registered investment adviser serving individual clients—including high-net-worth households—as well as pension plans, profit-sharing plans, and charitable organizations. The firm offers comprehensive financial planning, retirement-plan advice, and portfolio management using a fundamentally oriented investment process supplemented by technical and cyclical analysis, and also operates a third-party advisory program under a DBA for sub-advisory relationships.

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.

Connor White is a financial advisor at J M Brown Financial Partners with 10 years of industry experience. He holds a Series 65 designation and has been with the firm since 2015. White is also a Licensed Insurance Agent in Oklahoma. J M Brown Financial Partners serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans and charitable organizations. The firm offers comprehensive financial planning, retirement-plan advice, and portfolio management, utilizing a fundamental investment approach supplemented by technical and cyclical analysis.

Rebekah Andersen is a financial advisor at J M Brown Financial Partners with one year of industry experience. She holds a Series 65 designation and previously worked at Northwestern Mutual for seven years. J M Brown Financial Partners serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans and charitable organizations. The firm offers comprehensive financial planning, retirement-plan advice, and portfolio management, using a fundamentally oriented investment process supplemented by technical and cyclical analysis.

Justin Kasparek is a CFP® professional with eight years of experience in financial advising, currently with J M Brown Financial Partners in Tulsa, OK. His prior roles include positions at BOK Financial Securities, Commonwealth Financial Network, Drawbridge Capital, LPL Financial, and Northwestern Mutual. J M Brown Financial Partners serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans and charitable organizations. The firm offers comprehensive financial planning, retirement-plan advice, and portfolio management, utilizing a fundamentally oriented investment process supplemented by technical and cyclical analysis.