Broker Check


James Banks Brown III

Wealth Management Advisor

7101 Wisconsin Ave. Suite 1200, 
Bethesda, MD 20814
202-997-2469
james.brown@ffgadvisors.com

 

I am a Wealth Management Advisor with over 20 years of experience in the Financial Services Industry. Originally from Smithfield, VA, I moved to Washington, DC to attend Howard University where I received my BBA in Finance.Upon graduation, I accepted a position with the Freddie Mac. In order to satisfy my desire to further my education, I decided to pursue my MBA. Two years later I returned to Howard University where I earned a MBA with a Concentration in Finance.

Following the completion of my MBA, I accepted a position with PricewaterhouseCoopers in the Washington Federal
Practice. I spent four years with PwC before joining Ernst & Young’s Government and Public Sector Practice. It was while
working with these two companies that I had the opportunity to serve as a consultant to some of our country's largest 
government agencies and Fortune 500 companies. In May 2012, I decided that my educational background and passion
to help others would be best utilized in the financial planning arena and joined Northwestern Mutual Wealth Management 
Company as a Financial Advisor.

Early in 2023, I joined First Financial Group. In this role, I help my clients and their families achieve financial security through
a variety of planning strategies. I currently manage a book of business with over 400 clients across the United States.
It is my mission to help my clients build, protect, and maintain generational wealth through strategic and tax
efficient financial planning.

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AREAS OF FOCUS:

Business Strategies

Business Strategies

Connecting the dots to protect and grow both your business and personal balance sheets.

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Personal Strategies

Personal Strategies

Life is unpredictable. You need a strategy that builds and protects, no matter what happens.

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Investments

Investments

Just because everybody’s doing it, doesn’t always mean it’s such a great idea. Or, maybe it is. How will you know?

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Interactive Resource Centers

Interactive Resource Centers

We've curated a vast collection of Articles, Videos and Calculators designed to help you develop effective financial and lifestyle strategies

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Insurance Protection Strategies

Life Insurance Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Disability Planning

Multigenerational Planning

Estate Planning

FINANCIAL VIDEO LIBRARY

Interactive Tools & Resources

Test Your Estate Strategy Knowledge

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
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Why Everyone Needs an Estate Strategy

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.
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Federal Income Tax

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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Long-Term-Care Protection Strategies

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.
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5 Ways to Stay Confident in Retirement

This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.

James Banks Brown III is a Registered Representative of Mass Mutual. Securities offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. OSJ: 7101 Wisconsin Ave. Suite 1200, Bethesda, MD 20814, 301-907-9030. First Financial Group is not an affiliate or subsidiary of Mass Mutual. CRN202503-1915577.