James J. Browne is a founding partner of Allegheny Financial Group and Allegheny Investments. A CERTIFIED FINANCIAL PLANNER™ practitioner, Jim formed the JJB Group practice, and together with his partners and associates, provides comprehensive financial planning and investment management to households, small businesses, and retirement plans.
Education & Professional Credentials
St. Mary’s University | Master’s Degree
University of Pittsburgh | Master’s Degree
CFP® Practitioner, Certified Financial Planner Board of Standards
Registered representative for Investment Management and Research, Inc., St. Petersburg, FL
Registered representative for Financial Service Corporation of America, Atlanta, GA
Member of Allegheny Financial Group and Allegheny Investments Board of Directors since 1976
Current Board Member for a number of private corporations
Oversees Allegheny Financial Group’s Business Acquisitions and Private Equity Investments
Managing member of four limited liability companies that act as the general partner for several equity investment partnerships
Founder of the Pittsburgh Chapter of the International Association for Financial Planning
Member of The Financial Planning Association
Awards & Recognition
Repeat recipient of Five Star Wealth Manager Award
Recognized by his peers in 1985 as the Northeast Regional CFP® of the Year
University of Pittsburgh School of Social Work: Established James J. & Noel W. Browne
Leadership Program; Member of Board of Visitors
Member of Board of Directors of StartUptown
Member of the Board of Trustees, The Manchester Academic Charter School (MACS)
Our practice provides comprehensive financial planning and investment management to households, small businesses, and pension plans. Sensitive to each client’s unique circumstances and objectives, we focus on achieving those objectives. We believe a deep understanding of each client is essential to providing the advice over the long term that makes achievement of those objectives both possible and likely.
We believe in comprehensive financial planning based on sound economics as a methodology for creating and preserving wealth. This is a continuous process that is comprised of meeting with clients, reviewing the various financial aspects of their lives, and implementing ideas where appropriate. We believe in capitalism as a foundation for investment management. Our number one priority is delivering exceptional service so our clients view us as a trusted advisor for their wide range of needs.
JJB Advisors and Managers — Front row left to right: James J. Browne, CFP; Jonathan A. Kuhn, CFP; Back row from left to right: Mark A. Manetti, CFP; Carolyn Madigan; Brandon J. Haynes, CFP; Sherry A. Kendrick, CFP; Matthew D. Kelly, CFP; Ryan Walczak, CFP.
Financial Planning Team — Front row left to right: Brian Cartier; Wyatt Sten, CFP; Ian Cerminara, CFP; Back row from left to right: Cassidy Richardson, CFP; Nick Jenkins; Ryan Naples, CFP; Grant Baxter; Natalie Barkley; Michael Pappis, CFP; Matthew Haller
Client Service Team — Front row left to right: Tara Stevens; Verena Woloson; Katie Kimpel; Back row from left to right: Kayla Lawrence; Beth Shiperly; Lauren Neigh; Jennifer Lawrence; Lauren Winberg, FPQP; Susan Piotrowski; Laura Rodgers; Elisha Beck; Niki Long; Lindsey Simeoni; Bonnie Bray; Andrea Anderson.