Gregory Brooks (CRD# 1677862) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Westerville, OH and has over 3 years of experience in the finance industry.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 5706352
Inspire Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jpmorgan Chase Bank, N.a. | Westerville, OH | Nov 2020 - Current | 3 |
| J.p. Morgan Securities LLC | Westerville, OH | Nov 2020 - Current | 3 |
| Ohio High School Athletic Association | Columbus, OH | Jan 2013 - Current | 11 |
| United States Soccer Foundation & Ohio High School Athletic Ass. | Chicago, IL | Jan 2011 - Current | 13 |
| Professional Broker-dealer Financial Planning, Inc. | Powell, OH | Jan 2016 - Oct 2020 | 4 |
| Royal Oak Financial Group | Powell, OH | Jan 2014 - Feb 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2020 |
| S63 | Uniform Securities State Law Examination | Jan 2021 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OH
- TX
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Total Assets Under Management249,731MILLIONS
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Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- 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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