Webinar: Why Advisors Should Join an Independent RIA

Join us on live on LinkedIn on March 26th at 3:00pm ET.

Just over ten years ago, Mr. Jayson Brown, CFP®, was consistently ranked one of the top investment advisors out of approximately 930 in the country at TD Ameritrade. He was managing more than $150 million in assets and was responsible for securing more than $400 million in gross new assets. Still, he felt something was missing.

He felt conflicted about the pressure to “sell” proprietary products. He was constrained in his ability to offer truly unbiased advice. Ultimately, he wanted to shape a firm that prioritized clients in every decision – a firm he would choose for his own family.

In 2014, Mr. Brown decided to make a change and joined Certuity, an independent RIA and multifamily office that specializes in serving business owners, C-suite executives and multi-generational families of wealth. Today, he is a Partner and a member of the firm’s management team. 

To hear Mr. Brown share his journey of transitioning to an independent RIA and successfully expanding his practice, join the webinar, Why Advisors Should Join an Independent RIA, on March 26, 2025, from 3:00 – 4:00 PM ET.

Certuity is a private wealth management and multi-family office firm specializing in tailored financial services for high- and ultra-high net-worth individuals, entrepreneurs, family businesses and business owners. Core offerings include investment advisory, reporting, tax planning, estate planning, and access to qualified private investment opportunities with a strong emphasis on wealth preservation and legacy planning, Certuity delivers a personalized family office experience designed to meet the unique needs of its clients.