Financial advisor
CHRISTOPHER JASON BROWN
At Savant Wealth Management · Oklahoma City, OK
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Exencial Wealth Advisors | Exencial | Savant Wealth Management | Acquisition | March 30, 2026 | $6.0B |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| SAVANT WEALTH MANAGEMENT | Investment adviser | April 29, 2026 | Current |
| EXENCIAL WEALTH ADVISORS | Investment adviser | June 9, 2020 | April 29, 2026 |
| WILLINGDON WEALTH MANAGEMENT LLC | Investment adviser | December 16, 2015 | July 10, 2020 |
| PORTFOLIO CAPITAL MANAGEMENT INC | Investment adviser | September 15, 2015 | February 3, 2016 |
| INVESTMENT PROFESSIONALS, INC. | Investment adviser | September 3, 2013 | August 5, 2015 |
| INVESTMENT PROFESSIONALS, INC. | Broker-dealer | September 3, 2013 | August 5, 2015 |
| LPL FINANCIAL LLC | Investment adviser | September 26, 2012 | September 10, 2013 |
| LPL FINANCIAL LLC | Broker-dealer | September 26, 2012 | September 10, 2013 |
| WELLS FARGO ADVISORS, LLC | Investment adviser | October 20, 2008 | September 24, 2012 |
| WELLS FARGO ADVISORS, LLC | Broker-dealer | October 20, 2008 | September 24, 2012 |
| CITIGROUP GLOBAL MARKETS INC. | Investment adviser | July 22, 2002 | November 3, 2008 |
| CITIGROUP GLOBAL MARKETS INC. | Broker-dealer | July 22, 2002 | November 3, 2008 |
| AMERICAN EXPRESS FINANCIAL ADVISORS, INC. | Investment adviser | December 31, 2001 | July 19, 2002 |
| AMERICAN EXPRESS FINANCIAL ADVISORS INC. | Broker-dealer | October 11, 1999 | July 19, 2002 |
| IDS LIFE INSURANCE COMPANY | Broker-dealer | October 11, 1999 | July 19, 2002 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.