Janise
Brooks
Pax Financial Group
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About this Advisor
Janise Brooks is a financial advisor working in San Antonio, Texas, with 7 years of industry experience. Brooks currently works for Pax Financial Group. During their career, Brooks has held roles at Lpl Financial, LLC, Pax Financial Group, LLC and 360 Wealth Management, LLC. Brooks maintains Series 63 and Series 66 licenses, certifying them as a securities broker, and can serve investors in Texas. Pax Financial Group is a registered investment firm operating out of San Antonio, TX. The firm has a total of 22 financial advisors. It has $495 million in assets under management among its 4,078 client accounts, making it one of the larger investment advisory firms in the country by assets under management. Of its 4,078 customer accounts, just 4% belong to high-net-worth clients who have more than $1 million in assets. Pax Financial Group offers a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, educational seminars and other services. Financial advisory fee schedules usually vary depending on the type of services. Fees charged by Pax Financial Group may include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pax Financial Group Brokerage Details
$494,838,589
22
4,078
$121,343
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
- Other
Janise Brooks Work History
Janise has been registered as a financial advisor for 7 years.*
Pax Financial Group, LLC
Lpl Financial, LLC
360 Wealth Management, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Janise 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 Pax Financial Group
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
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