Jay Branson
Branson Fowlkes & CO · Houston, Texas
Jay Branson is a fee-only financial advisor at Branson Fowlkes & CO in Houston, Texas, who holds the CFP credential. Branson Fowlkes & CO reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Branson Fowlkes & CO |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $439.4M across 1,126 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 1012011 |
| Exams passed | Series 63 (1985) · Series 65 (2000) |
| Firm size | 7 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.bransonfowlkes.com |
| Profile |
How Jay's firm compares
- Branson Fowlkes & CO's average account is about $390,000, from its Form ADV (assets managed divided by 1,126 accounts).
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Questions about Jay
Is Jay Branson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jay holds no broker registration, and Branson Fowlkes & CO reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jay charge for financial advice?
Jay's firm, Branson Fowlkes & CO, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jay Branson based?
Jay Branson is based in Houston, Texas.
What credentials does Jay Branson hold?
Jay Branson holds the CFP credential.
Is Jay Branson registered with the SEC?
Yes. Jay Branson is registered as an investment adviser representative in TX (CRD 1012011), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Branson Fowlkes & CO manage?
Branson Fowlkes & CO reports $439.4M across 1,126 accounts in assets under management.
How do I contact Jay Branson?
Through Jay's website, www.bransonfowlkes.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Houston
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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