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Jason Alyn Brooks

Independent Financial Partners

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About Jason Alyn Brooks

Jason Brooks is a financial advisor with over 20 years of experience in the industry. Jason is currently a registered representative of Independent Financial Partners. Jason has experience in financial planning, pension consulting, and providing non-discretionary investment advice. Previously, Jason was registered with FIRST HEARTLAND CAPITAL, INC., a firm no longer in business. Jason is licensed to provide investment advice in 15 states.

Firm Information

Jason Brooks is currently registered with Independent Financial Partners. Independent Financial Partners is a financial advisory firm headquartered in Tampa, Florida. They offer a range of services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. The firm manages over $9.7 billion in assets for clients including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
Independent Financial Partners

3030 NORTH ROCKY POINT DRIVE WEST

TAMPA, FL 33607

$9.76B

Assets Under Management

Not reported

Total Clients

264

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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non-discretionary investment advice

Non-discretionary investment advice

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

Percentage of assets under advisement

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Jason Brooks’s Registration & Firm History

IL

11/02/2021 - Present

Independent Financial Partners (Schaumburg IL)

IL

07/30/2003 - 07/26/2019

FIRST HEARTLAND CAPITAL, INC. (Northbrook IL)

OH

11/05/1998 - 07/28/2003

CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)

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Licenses & Designations

IA

Issued 05/22/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/29/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/04/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Alyn Brooks.
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