Jerry Brookhart (CRD# 5135008) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Macomb, IL and has over 17 years of experience in the finance industry.
CRD# 2482063
Lpl Financial LLC
CRD# 6146637
Clearwealth
CRD# 2839187
Principal Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Macomb, IL | Jan 2024 - Current | < 1 |
| Woodbury Financial Services | Macomb, IL | Apr 2006 - Jan 2024 | 17 |
| Purdum Gray Ingledue, Inc. | Macomb, IL | Jul 2002 - Oct 2023 | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2006 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2008 |
- IL
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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