Jennifer Brown
Summer Creek Wealth Management · New York, New York
Jennifer Brown is a fee-only financial advisor at Summer Creek Wealth Management in New York, New York. Summer Creek Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Jennifer →
Facts
| Firm | Summer Creek Wealth Management |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $50.8M across 51 accounts |
| SEC registration | Investment adviser representative in NY · CRD 2919751 |
| Exams passed | Series 63 (1997) · Series 65 (1997) · Series 66 (2006) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Jennifer's firm compares
- Summer Creek Wealth Management's average account is about $995,000, from its Form ADV (assets managed divided by 51 accounts).
Request an introduction to Jennifer
Tell Jennifer a little about what you're looking for. Jennifer isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jennifer
Is Jennifer Brown a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jennifer holds no broker registration, and Summer Creek Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jennifer charge for financial advice?
Jennifer's firm, Summer Creek Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jennifer Brown based?
Jennifer Brown is based in New York, New York.
Is Jennifer Brown registered with the SEC?
Yes. Jennifer Brown is registered as an investment adviser representative in NY (CRD 2919751), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Summer Creek Wealth Management manage?
Summer Creek Wealth Management reports $50.8M across 51 accounts in assets under management.
How do I contact Jennifer Brown?
Contact details aren't on file yet. Search for Summer Creek Wealth Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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.
See something wrong? Request a correction. Read our methodology.