Justin Brownlee has been Owner of BWM Planning since June 2019, is a control person of the firm and directly owns between 50% and 75% of it.
BWM Planning LLC is a Houston, TX firm with $465M under management, 86 clients and 5 advisers across 3 offices, as of its March 2026 filing.
Justin Brownlee’s longest registration is the current one, 7 years at BWM Planning since 2019. Before joining BWM Planning in 2019, Justin Brownlee was registered through Fidelity Personal and Workplace Advisors and Strategic Advisers LLC.
- Brownlee Wealth ManagementCurrent– present · 7 yearsFort Worth, TX · Adviser representative · Firm CRD 304855
- Fidelity Personal and Workplace Advisors– · under a yearBoston, MA · Adviser representative · Firm CRD 288590
- Strategic Advisers LLC– · 2 yearsHouston, TX · Adviser representative · Firm CRD 104555
- Valic Financial Advisors, Inc.– · 2 yearsLinthicum, MD · Adviser representative · Firm CRD 42803
Investment adviser representative registrations
Justin Brownlee is registered as an investment adviser representative in Texas, since August 2019.
- TexasSince 27 August 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 26 April 2013 |
| Series 7 | General Securities Representative Examination | 2 April 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Justin Douglas Brownlee
- CRD
- 6166759
- Firm
- BWM Planning · CRD 304855
- Role
- Owner
- Office
- Fort Worth, TX
- Registration
- Investment adviser registration
- In the industry since
- August 2013
- Disciplinary history
- Not yet shown here · SEC record
Where does Justin Brownlee work?
Justin Brownlee has been Owner of BWM Planning LLC since June 2019, and is a control person of the firm.
Is Justin Brownlee a financial advisor?
Yes. Justin Brownlee has a current investment-adviser registration in Texas, through BWM Planning since August 2019.
How many years of experience does Justin Brownlee have?
Justin Brownlee has 13 years in the financial industry, since August 2013, across 4 adviser firms.
What exams has Justin Brownlee passed?
Justin Brownlee has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in April 2013. FINRA credited Justin Brownlee with the SIE, which began in October 2018.
Where did Justin Brownlee work before BWM Planning?
Before BWM Planning, Justin Brownlee was registered through Fidelity Personal and Workplace Advisors, July 2018 to June 2019; Strategic Advisers LLC, November 2015 to July 2018; Valic Financial Advisors, Inc., April 2013 to August 2015.
Where is Justin Brownlee based?
Justin Brownlee’s registered office is in Fort Worth, TX.
Is Justin Brownlee registered with FINRA?
No. Justin Brownlee has no current broker registration.
How can I verify Justin Brownlee’s record?
Search CRD 6166759 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Justin Brownlee’s full registration record.