Jeb Brown

Jeb Brown

LPL Financial Advisor

Experience

The decision to help people improve their financial lives, started nearly 25 years ago, while I was in the military. Someone took advantage of my financial inexperience and sold me an inappropriate investment. After losing my investment, I started reading everything I could on how to be smarter with money. In the process, I discovered a passion to help educate other people. I left the military and started on the path to becoming a financial advisor. During my career I have worked for insurance companies, banks, and brokerage firms. These experiences have helped me to build a deep knowledge of financial planning. I use this knowledge to help my clients navigate, improve, and make better choices in their own lives.

Education

  • B.A., Communication Studies, California Polytechnic University, San Luis Obispo, CA.

Military Service

  • U.S. Army, 1987 - 1993

Registrations held through LPL Financial

  • Series 7 - General Securities Representative
  • Series 63 - Uniform Securities State Law
  • Series 66 - Uniform Combined State Law
  • California Life Insurance License and Variable Contracts

Personal

I grew up in San Luis Obispo County.  After I graduated high school, I joined the Army where I served on active duty for six years. After the military, I lived briefly in Ventura, California then returned to San Luis Obispo County in 1996 and settled in the North County. My hobbies and interests include mountain biking, cycling, golfing, and playing guitar. My wife, Tracey, and I enjoy living on the central coast and taking trips in our travel trailer.

Community

I have volunteered to help local organization and community projects. A few of the organizations and projects include, the Kiwanis Club of Paso Robles, Boys and Girls Club of North, Paso Robles High School Key Club, Coats 4 Kids, and Salvation Army Bell Ringing.

 

Phone (805) 400-1162
Fax (805) 400-1067