Jay R. Brown
AIF®, CFP®, CLU®, ChFC®
Wealth Management Director, Chief Compliance Officer
Jay has over 15 years of experience in the wealth management business. He has coached hundreds of advisors in the areas of practice management, financial planning, and leadership development. He also serves as a trusted advisor for individuals, families and business owners.
Jay is an Accredited Investment Fiduciary (AIF®), Certified Financial Planner™ Professional (CFP®), Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®) and is also Series 7, 24, and 66 registered and Insurance licensed. He is a member of the Financial Planning Association of Minnesota and has a bachelor’s degree in Finance and Economics from the University of Northern Iowa and a masters of business administration from the Carlson School of Management at the University of Minnesota.
Jay and his wife Abby live in St. Louis Park with their two kids, where they enjoy taking advantage of the many parks and lakes near their neighborhood.
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