Christopher Jason Brown

26 Years of Experience

1 Disclosure

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth

Exencial Wealth Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

43 advisors

Number of Clients

3,215 clients

Average Client Portfolio

$1.6M average

Assets Under Management

$5.3B

Fee Structure

Minimum Investment:$250K

Minimum Annual Fee:$2,500

Location

9108 N. Kelley Avenue, Oklahoma City, OK, 73131

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

April 2015

Settled

View Full SEC Report How to Read Disclosures

Other Business Activities

Christopher owns and manages single-family home rental properties since 2005, dedicating minimal time to this activity. He is also a 50% owner and Member/Manager of Cornerstone Property Management, LLC, a rental real estate business, spending minimal time as a property manager.

Employment History

Current Registrations

Exencial Wealth Advisors

June 2020 - Present · 5 yrs 8 mos

Previous Registrations

Willingdon Wealth Management LLC

December 2015 - July 2020 · 4 yrs 7 mos

Portfolio Capital Management INC

September 2015 - February 2016 · 5 mos

Investment Professionals, INC.

September 2013 - August 2015 · 1 yr 11 mos

State Registrations11 states

CACOCTFLNCOHOKPASCTXVA

Advisor

Exams

No exam information available for this advisor.