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Michael Brown

Partner/CCO at Jacobsen Capital Management in Salt Lake City, UT

Investment adviser registrationUpdated

Michael Brown is Partner/CCO of Jacobsen Capital Management, LLC, an investment adviser managing $563M, and works from its Salt Lake City, UT office. Michael Brown has been registered as an investment adviser representative through Jacobsen Capital Management since 15 September 2017, has 9 years in the industry across 1 firm and has passed the Series 65.

9
Years in industry
9
Years at firm
1
Adviser firms
2
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Michael Brown has been Partner/CCO of Jacobsen Capital Management since February 2025, is not listed as a control person, but directly owns under 5% of the firm.

Jacobsen Capital Management, LLC is a Salt Lake City, UT firm with $563M under management, 118 clients and 2 advisers in one office, as of its March 2026 filing.

  1. Jacobsen Capital ManagementCurrent
    – present · 9 years
    Salt Lake City, UT · Adviser representative · Firm CRD 116085

Credentials and registrations

Investment adviser representative registrations

Michael Brown is registered as an investment adviser representative in 2 states. The first approvals date from September 2017; the most recent is Texas, in August 2025.

  • TexasSince 15 August 2025
  • UtahSince 15 September 2017

Examinations

Series 651 September 2017
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Michael Ryan Brown
CRD
6857383
Firm
Jacobsen Capital Management · CRD 116085
Role
Partner/CCO
Office
101 SOUTH 200 EAST, SUITE 524, Salt Lake City, UT 84111
Registration
Investment adviser registration
In the industry since
September 2017
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Michael Brown work?

Michael Brown has been Partner/CCO of Jacobsen Capital Management, LLC since February 2025.

Source: Form ADV, Schedule A, filed 17 March 2026

Is Michael Brown a financial advisor?

Yes. Michael Brown has a current investment-adviser registration in Texas and Utah, through Jacobsen Capital Management since September 2017.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Michael Brown have?

Michael Brown has 9 years in the financial industry, since September 2017, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

What exams has Michael Brown passed?

Michael Brown passed the Series 65 in September 2017.

Source: IAPD individual record, checked 22 October 2026

Where is Michael Brown based?

Michael Brown’s registered office is in Salt Lake City, UT.

Source: IAPD individual record, checked 22 October 2026

Is Michael Brown registered with FINRA?

No. Michael Brown has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Michael Brown’s record?

Search CRD 6857383 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Brown’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Jacobsen Capital Management

Sources

  1. IAPD individual record, CRD 6857383, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Jacobsen Capital Management, LLC, filed 17 March 2026. Title, control and ownership bands.
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