James Brown has been Managing Principal of Meritis Wealth Management since May 2025, is a control person of the firm and directly owns 75% or more of it. James Brown studied University of Maryland at the College Park.
Meritis Wealth Management, Inc. is a Potomac, MD firm with $224M under management, 130 clients and 3 advisers in one office, as of its June 2026 filing.
Chris Brown is Managing Principal of Meritis Wealth Management, Inc., based in Potomac, Maryland. He graduated from the University of Maryland, College Park in 1998 and began a career in the telecommunications industry. In 2004 he began his career as a financial advisor. He works with widows, people going through a marital separation, couples, families, and single individuals.
James Brown’s longest registration was 10 years at Wells Fargo Advisors (2015–2025). Before joining Meritis Wealth Management in 2025, James Brown was registered through Wells Fargo Advisors and Wells Fargo Advisors, LLC.
- – present · 1 yearPotomac, MD · Adviser representative · Firm CRD 336539
- Wells Fargo Advisors– · 10 yearsPotomac, MD · Adviser representative · Firm CRD 11025
- Wells Fargo Advisors, LLC– · 7 yearsWashington, DC · Adviser representative · Firm CRD 19616
- A. G. Edwards & Sons, Inc.– · 2 yearsWashington, DC · Adviser representative · Firm CRD 4
Professional designations
Listed by Meritis Wealth Management
- CFP®
- Certified Divorce Financial Analyst™
Investment adviser representative registrations
James Brown is registered as an investment adviser representative in 2 states. Each was approved in June 2025.
- MarylandSince 27 June 2025
- TexasSince 27 June 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 24 December 2016 |
| Series 31 | Futures Managed Funds Examination | 24 August 2009 |
| Series 66 | Uniform Combined State Law Examination | 28 March 2005 |
| Series 7 | General Securities Representative Examination | 16 February 2005 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- James Christopher Brown
- CRD
- 4895673
- Firm
- Meritis Wealth Management · CRD 336539
- Role
- Managing Principal
- Office
- 12435 PARK POTOMAC AVE, SUITE 440, Potomac, MD 20854
- Registration
- Investment adviser registration
- In the industry since
- February 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- meritiswealth.com
Where does James Brown work?
James Brown has been Managing Principal of Meritis Wealth Management, Inc. since May 2025, and is a control person of the firm.
Is James Brown a financial advisor?
Yes. James Brown has a current investment-adviser registration in Maryland and Texas, through Meritis Wealth Management since June 2025.
How many years of experience does James Brown have?
James Brown has 21 years in the financial industry, since February 2005, across 4 adviser firms.
What exams has James Brown passed?
James Brown has passed 4 licensing exams: the Series 7, Series 66, Series 31 and Series 24. The earliest, the Series 7, was passed in February 2005. FINRA credited James Brown with the SIE, which began in October 2018.
Where did James Brown work before Meritis Wealth Management?
Before Meritis Wealth Management, James Brown was registered through Wells Fargo Advisors, LLC, January 2008 to May 2015; A. G. Edwards & Sons, Inc., April 2005 to January 2008.
Where is James Brown based?
James Brown’s registered office is in Potomac, MD.
Is James Brown registered with FINRA?
No. James Brown has no current broker registration.
Is James Brown a CFP?
Meritis Wealth Management lists James Brown with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: J. Christopher Brown Jr., CFP® biography, meritiswealth.com
How can I verify James Brown’s record?
Search CRD 4895673 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James Brown’s full registration record.