Jason BrookeCRD Number: 5158241
Current Firm: J.p. Morgan Securities LLC
Jason Brooke (CRD# 5158241) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Mount Gilead, OH and has over 3 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Huntington Financial Advisors
Km&m Pinnacle, Ltd.
|J.p. Morgan Securities LLC||Mt. Gilead, OH||Oct 2012 - Current||10|
|Ohio High School Athletic Association||Columbus, OH||Apr 2011 - Current||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2019|
Total Assets Under Management229,725MILLIONS
Total Number of Accounts856,594ACCOUNTS
Average Account Value$268,184
- A percentage of assets under your management
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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