Jason Brooks, financial advisor Berthoud CO

Jason Brooks

CRD Number: 4225460
Current Firm: Indelible Wealth Group

Jason Brooks (CRD# 4225460) is an Investment Advisor Representative working at Indelible Wealth Group in Berthoud, CO and has over 23 years of experience in the finance industry. Jason Brooks has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Indelible Wealth Group Berthoud, AZ Apr 2013 - Current 10
Mountainhound LLC Berthoud, CO Jul 2001 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2000
S66 NASAA Uniform Combined State Law Examination Oct 2005
Contact Info for Jason M. Brooks
Phone Number: (970) 532-5842
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    120
    MILLIONS
  • Total Number of Accounts
    412
    ACCOUNTS
  • Average Account Value
    $292,139
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

CA, TX

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