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.
Partner and Financial Advisor
01St. Mary’s University | Master’s Degree
02University of Pittsburgh | Master’s Degree
03CFP® Practitioner, Certified Financial Planner Board of Standards
01Registered representative for Investment Management and Research, Inc., St. Petersburg, FL
02Registered representative for Financial Service Corporation of America, Atlanta, GA
03Member of Allegheny Financial Group and Allegheny Investments Board of Directors since 1976
04Current Board Member for a number of private corporations
05Oversees Allegheny Financial Group’s Business Acquisitions and Private Equity Investments
06Managing member of four limited liability companies that act as the general partner for several equity investment partnerships
01Founder of the Pittsburgh Chapter of the International Association for Financial Planning
02Member of The Financial Planning Association
01Repeat recipient of Five Star Wealth Manager Award
02Recognized by his peers in 1985 as the Northeast Regional CFP® of the Year
01University of Pittsburgh School of Social Work: Established James J. & Noel W. Browne Leadership Program; Member of Board of Visitors
02Member of Board of Directors of StartUptown
03Member 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.