Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jace? Claim Your ProfileJace William Brooks is a registered Investment Advisor Representative at Smith & Howard Wealth Management, LLC based in Atlanta, GA. Jace Brooks has been in the industry since 2004 and has experience in financial planning, portfolio management, and pension consulting. Jace Brooks has a background in consulting and brings experience in business and management to the role. Jace Brooks is also registered with the state of Georgia. Jace Brooks is a licensed professional who can help individuals and families reach their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
1
2
GA
01/11/2024 - Present
Smith & Howard Wealth Management, LLC (ATLANTA GA)
GA
11/20/2009 - 06/02/2011
INVEST FINANCIAL CORPORATION (SUWANEE GA)
GA
09/25/2009 - 11/16/2009
THRIVENT INVESTMENT MANAGEMENT INC. (JOHNS CREEK GA)
GA
10/17/2005 - 01/04/2007
PRINCOR FINANCIAL SERVICES CORPORATION (NORCROSS GA)
MN
07/07/2004 - 09/16/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
07/07/2004 - 09/16/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 01/09/2024
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/30/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/24/2009
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Jace Brooks is the right advisor for you? Invested Better is here to help.
