Jason Brooke, financial advisor Mount Gilead OH

Jason Brooke

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Jason T. Brooke
Phone Number: 800-999-2000
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    229,725
    MILLIONS
  • Total Number of Accounts
    856,594
    ACCOUNTS
  • Average Account Value
    $268,184
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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