Jay A. Brown

Jay Brown is a financial advisor who specializes in working with people retired or nearing retirement. Jay has been providing investment advice and serving Bay Area residents for over 37 years (since 1981). His planning process starts with an in depth analysis of a client’s goals and objectives.

After an evaluation, Jay makes recommendations and works with his clients to implement a financial plan, with the end result of having the client reach their objectives. Mr. Brown works mostly on a referral basis, with satisfied clients recommending his services to others.

Jay has an extensive network of experts on his team to assist his clients to navigate through the complexities of their financial and estate planning needs. Jay’s passion in his work is evident; to help solve the many financial and emotional issues that pre-retirees and retirees encounter.

Some of the professional services and planning strategies covered are: Asset protection, capital preservation, income distribution, guaranteed monthly income, risk assessment, required minimum distributions and estate planning.

Jay is an Investment Advisor Representative, and holds the Series 6 Securities License, the California Life and Health License, as well as the Series 65 Investment Advisors License. His practice has thrived, and Jay is fortunate to help an ever increasing number of people every year.

Mr. Brown places high value and integrity in keeping his clients best interests and needs first.

This combined with his work with the Better Business Bureau (Accredited, A+ rating) has helped him to establish trusted, long-term relationships with his clients.

Jay Brown is involved in a number of community events. He is a member of the Local Chamber of Commerce and has been the president and long term member of two different Toastmasters organizations in the area.