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Janise Margot Brooks

PAX Financial Group

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About Janise Margot Brooks

Janise Margot Brooks is a financial advisor with PAX Financial Group. Janise has been in the financial industry since 2008 and has a wide range of experience in both investment advisory and insurance. Janise has earned the Series 6, Series 7, and Series 66 licenses and is registered with the state of Texas. Janise is committed to providing her clients with personalized financial advice and guidance. Janise believes in building long-term relationships with her clients and helping them achieve their financial goals.

Firm Information

Janise Brooks is currently registered with PAX Financial Group. PAX Financial Group, located in San Antonio, Texas, is an independent financial advisor offering a wide range of services, including financial planning, educational seminars, selection of other advisors, and portfolio management for individuals and other clients. The firm has a team of 16 Investment Advisor Representatives and 9 licensed agents who manage over $600 million in assets for over 4,000 clients, including both high-net-worth individuals and individuals other than high-net-worth. PAX Financial Group also offers a wrap fee program and participates in a variety of podcasts focused on financial topics.
PAX Financial Group

270 NORTH LOOP 1604 EAST

SAN ANTONIO, TX 78232

$600.06M

Assets Under Management

13

Total Clients

14

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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podcasts

Podcasts

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

A percentage of assets under pontera advisory

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Janise Brooks’s Registration & Firm History

TX

06/15/2016 - Present

PAX Financial Group (SAN ANTONIO TX)

TX

05/07/2008 - 07/17/2017

LPL FINANCIAL LLC (SAN ANTONIO TX)

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Licenses & Designations

BOTH

Issued 08/19/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/02/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/17/2017

SIE - Securities Industry Essentials Examination

BC

Issued 05/17/2010

Series 7 - General Securities Representative Examination

BC

Issued 05/06/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Janise Margot Brooks.
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