J M Brown Financial Partners Advertising Profile
J M Brown Financial Partners Company Overview:
At J M Brown Financial Partners we provide comprehensive financial planning services to the extent mutually agreed with the client. The firm evaluates nine primary areas to develop a financial plan tailored to fit the needs and goals of the individual client. These areas include the following: Assets and liabilities; Current income; Current income taxes; Insurance coverage; Retirement planning; Estate planning; Business holdings; Committed and discretionary expenses; and The client's investment objectives, risk tolerance, attitudes and philosophy. These and other relevant individual factors are discussed with the client to develop an assessment of the client's current and long-term financial needs and objectives. Next, J M Brown Financial Partners may provide a written document of Preliminary Recommendations that encompasses the client's financial situation consistent with the client's financial goals and objectives. This document may consider issues such as the effects of inflation on savings, tax effects on income and investments, tax-sheltered investments, appropriate levels of cash reserve for contingencies, and other relevant issues. The financial plan may include asset and cash flow statements, comprehensive estate planning issues, retirement planning, and provision for education of dependents, or other special circumstances. Recommendation may also be delivered in electronic format or in the form of verbal (in-person or phone) discussion or both. The services a client receives are dependent upon the individual needs and requested by the client, but often times the services rendered are continuous and on-going.
Primary Address
7060 S Yale Avenue
Tulsa, OK 74136
J M Brown Financial Partners Advertising Agencies
Explore a detailed list of current and past ad agencies that work with J M Brown Financial Partners. Sort its marketing agencies by the type of services they offer including creative, PR, media planning, media buying and more. With Winmo’s detailed database of J M Brown Financial Partners's advertising agencies at your fingertips you will quickly be able to answer questions like these:
How many brands does J M Brown Financial Partners have?
J M Brown Financial Partners has 1 unique brands.
How much does J M Brown Financial Partners spend on media?
It is unknown how much J M Brown Financial Partners spends on media.
J M Brown Financial Partners
Tulsa, OK
AORDigital CreativeBranding & IdentityCreative
J M Brown Financial Partners Marketing Team
Winmo tracks marketing team contacts brand by brand (budget by budget), with an update cycle of sixty days for maximum accuracy. With Winmo, you can get detailed information on the entire J M Brown Financial Partners marketing team. Find basics on each marketer such as name, job title, brand responsibilities, email, and direct phone number, as well as current marketing strategies, areas of media investment, and do’s and don’ts for engaging. Here’s the kinds of questions you’ll be able to quickly answer with our database:
Who is the CMO at J M Brown Financial Partners?
The chief marketing officer at J M Brown Financial Partners is N/A.
How big is the J M Brown Financial Partners Marketing Team?
There are 1 staff members currently involved in marketing for J M Brown Financial Partners.
Ronald B.
President & Financial Advisor
OK
Email:
Main Phone:
Direct Phone:
Assistant Name:
Assistant Phone:
Main Phone:
Direct Phone:
Assistant Name:
Assistant Phone:
Sample of Related Brands:
Social:
J M Brown Financial Partners Ad Spend 2025
This section digs into the specifics of the advertising spend at J M Brown Financial Partners and activity across channels such as Out of Home, Radio, Broadcast, Print, Digital Display, CTV, Digital Video and Social Media, highlighting their peak buying times, media mix, and a month over month comparison.
J M Brown Financial Partners Advertising Spend
Winmo provides comprehensive data detailing annual advertising spend for J M Brown Financial Partners, showcasing the total spend broken down by month, fiscal quarter and monthly percentage change to illustrate the company's evolving marketing advertising strategies.
J M Brown Financial Partners Media Mix
Explore a detailed breakdown of the last 12 months media spending for J M Brown Financial Partners across various advertising channels including digital, broadcast, print, radio and more. Those channels can then be broken down further and viewed monthly or quarterly.
Win More with Winmo
If you are looking to tap into J M Brown Financial Partners marketing spend, Winmo paves a clear path to engaging the right contacts at the right time. Winmo connects ad spend, marketing activity and peak buying periods to marketing team and ad agency budget-holders, even providing you with AI-powered email templates based on J M Brown Financial Partners decision-makers' personality types. Winmo's award winning platform tracks this intel for those who control $100 billion in marketing spend each year, making it the top choice among sellers of agency services, advertising, marketing technology, or corporate sponsorships.
Get your unfair advantage with Winmo
Request trial to view full profile and more!
Get full access to this profile & more!
Looking for a resource to grow your sales? Winmo helps you source more leads by connecting with the right prospects at the right time.
J M Brown Financial Partners Social Media Marketing Ad Spend
See whether J M Brown Financial Partners is spending on social media platforms like X, TikTok, Facebook, Instagram and Pinterest, as well as how active it is on YouTube desktop, iOS or Android.