Jason Brooks, financial advisor Farmington Hills MI

Jason Brooks

CRD Number: 2331005
Current Firm: Eagle Strategies LLC

Jason Brooks (CRD# 2331005) is an Investment Advisor Representative working at Eagle Strategies LLC in Farmington Hills, MI and has over 30 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Eagle Strategies LLC Farmington Hills, MI Apr 2010 - Current 13
Brooks Financial Farmington Hills, MI Aug 1995 - Current 28
Nylife Securities Inc. Farmington Hills, MI Feb 1993 - Current 31
New York Life Ins. Company Farmington Hills, MI Jun 1992 - Current 31
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1993
Contact Info for Jason E. Brooks
Phone Number: (888) 695-3245
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    16,667
    MILLIONS
  • Total Number of Accounts
    87,580
    ACCOUNTS
  • Average Account Value
    $190,309
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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