Zachary
Jones
Brookwood Investment Group
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About this Advisor
Zachary Jones is a financial advisor based in Phoenix, Arizona, working with Brookwood Investment Group. Zachary has previously held positions at Northwestern Mutual Investment Services LLC, Douglas Jones, Ben Miller, Northwestern Mutual Life Insurance Company, Brookwood Insurance Group LLC, Brookwood Investment Group LLC, Dovetail Capital Management LLC, and Northwestern Mutual Wealth Management Company. Zachary has passed the Series 66 regulatory exam and is registered to provide services in Arizona. Currently, Zachary is part of Brookwood Investment Group, which operates out of Phoenix, Arizona. The firm has 4 offices and 18 employees. The firm manages assets totaling $689.1 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Brookwood Investment Group includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Brookwood Investment Group Brokerage Details
$689,082,702
18
2,250
$306,259
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Zachary Jones Work History
Brookwood Insurance Group LLC
Brookwood Investment Group LLC
Dovetail Capital Management LLC
Northwestern Mutual Life Insurance Company
Douglas Jones
Northwestern Mutual Wealth Management Company
Northwestern Mutual Investment Services LLC
Ben Miller
Douglas Jones
Disclosures
Please visit the SEC profile of Zachary Jones to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Phoenix, AZ
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