Jason Brougham (CRD# 7152984) is an Investment Advisor Representative working at Summit Financial, LLC in Morristown, NJ and has over 3 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 4132890
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 718407
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Summit Financial, LLC | Parsippany, NJ | Sep 2023 - Current | < 1 |
| Apw Capital, Inc. | Rockaway, NJ | Sep 2023 - Current | < 1 |
| Summit Financial, LLC | Parsippany, NJ | Jun 2021 - Sep 2023 | 2 |
| Apw Capital, Inc. | Rockaway, NJ | Dec 2020 - Sep 2023 | 2 |
| Aurora Private Wealth, Inc. | Rockaway, NJ | Apr 2021 - Aug 2021 | < 1 |
| Student | Clark, NJ | Dec 2010 - Dec 2020 | 10 |
| New York Life | Edison, NJ | Jun 2019 - Aug 2019 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2021 |
- NJ
-
Total Assets Under Management8,016MILLIONS
-
Total Number of Accounts13,712ACCOUNTS
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Average Account Value$584,580
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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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