Jason Brooks, financial advisor Skokie IL
93 score

Jason Brooks

CRD Number: 3136812
Current Firm: Signature Financial Services, Ltd

Jason Brooks (CRD# 3136812) is an Investment Advisor Representative working at Signature Financial Services, Ltd in Skokie, IL and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Signature Financial Services, Ltd Arlington Heights, IL Aug 2003 - Current 14
First Heartland Capital Inc. Lake St. Louis, MO Aug 2003 - Current 14
First Heartland Consultants, Inc. Lake St. Louis, MO Jun 2007 - Oct 2017 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
S65 NASAA Investment Advisors Law Examination May 2002
Contact Info for Jason A. Brooks
Phone Number: (847) 545-8070
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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