Jonathan
Brooks

Fairhaven Financial Advisory Corporation

CRD#6696538
Investment Advisor
in East Lansing, MI

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About this Advisor

Jonathan Brooks is a financial advisor based in East Lansing, Michigan, working with Fairhaven Financial Advisory Corporation. Jonathan has previously held positions at Fairhaven Financial Advisory Corporation, Taylor University, and Hiawatha Youth Camp. Jonathan has passed the Series 65 regulatory exam and is registered to provide services in Michigan. Currently, Jonathan is part of Fairhaven Financial Advisory Corporation, which operates out of East Lansing, Michigan. The firm has 7 employees and manages assets totaling $273.2 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and educational seminars. The fee structure at Fairhaven Financial Advisory Corporation includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

1400 Abbot Road Ste 330
East Lansing, MI 48823

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Fairhaven Financial Advisory Corporation Brokerage Details

Total Assets Under Management

$273,167,064

MI Average: $943,424,332
Total Number of Employees

7

MI Average: 21
Total Number of Accounts

994

MI Average: 1,586
Average Account Size

$274,816

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops

Jonathan Brooks Work History

2018 - Present (6 years)

Fairhaven Financial Advisory Corporation

2016 - 2018 (2 years)

Fairhaven Financial Advisory Corporation

2016 - 2016 (< 1 year)

Fairhaven Financial Advisory Corporation

2015 - 2015 (< 1 year)

Hiawatha Youth Camp

2014 - 2014 (< 1 year)

Hiawatha Youth Camp

2013 - 2015 (2 years)

Taylor University

2011 - 2015 (4 years)

Taylor University

Disclosures

Please visit the SEC profile of Jonathan Brooks to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fairhaven Financial Advisory Corporation

Joshua Roberds
East Lansing, MI
Jonathan Brooks
East Lansing, MI
Rachel Anderson
East Lansing, MI
Joseph Brooks
East Lansing, MI

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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