Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Jeb Brown

LPL Financial Advisor




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.


  • 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


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.


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.