Jason
Brooks
Independent Financial Partners
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About this Advisor
Jason Brooks is a financial advisor based in Schaumburg, Illinois, working with Independent Financial Partners. Jason has previously held positions at Signature Financial Services, LTD, First Heartland Capital Inc, First Heartland Consultants, Inc, Independent Financial Partners, and Ifp Securities, LLC. Jason has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona, California, Florida, Georgia, Illinois, Indiana, Michigan, Minnesota, New York, North Carolina, Texas, Virginia, Washington, and Wisconsin. Currently, Jason is part of Independent Financial Partners, which operates out of Schaumburg, Illinois. The firm has 155 offices and 267 employees. The firm manages assets totaling $9.8 billion 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, educational seminars, and other services. The fee structure at Independent Financial Partners includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Independent Financial Partners Brokerage Details
$9,761,355,350
267
37,391
$261,062
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Jason Brooks Work History
Independent Financial Partners
Ifp Securities, LLC
First Heartland Consultants, Inc
Signature Financial Services, LTD
First Heartland Capital Inc
Disclosures
Please visit the SEC profile of Jason Brooks 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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