Jerod Brockelman, financial advisor Cypress TX

Jerod Brockelman

CRD Number: 6550328
Current Firm: Addington Financial Group LLC

Jerod Brockelman (CRD# 6550328) is an Investment Advisor Representative working at Addington Financial Group LLC in Cypress, TX and has over 8 years of experience in the finance industry. Jerod Brockelman 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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Nxt:gen Financial Planning
Professional Designations
Company Name Location Dates Years
Addington Financial Group Cypress Springs Village, TX Jan 2018 - Current 6
Eubank, Hutson & Associates, LLC Plano, TX Jun 2015 - Current 8
Graebel Van Lines Garland, TX May 1998 - Jun 2015 17
Grayson College Denison, TX Jan 2015 - May 2015 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2015
Contact Info for Jerod N. Brockelman
Phone Number: 866-220-7788
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    269
    MILLIONS
  • Total Number of Accounts
    359
    ACCOUNTS
  • Average Account Value
    $749,754
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CO, NH, TX

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