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Jason Eric Brooks

Eagle Strategies LLC

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About Jason Eric Brooks

Jason Eric Brooks is a financial advisor at Eagle Strategies LLC. Jason has been in the industry for over 29 years and is registered in 22 states. Jason holds the Series 63, Series 7 and SIE licenses. Jason is a Chartered Financial Consultant (ChFC®). Jason provides financial planning, investment management, and portfolio management services to individuals and businesses. Jason's focus is on providing comprehensive financial planning and investment management services to help clients achieve their financial goals. Jason also has experience working with insurance companies, charitable organizations, and corporations. Jason is a member of the ORT America Michigan Chapter and has a strong commitment to community service.

Firm Information

Jason Brooks is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in New York, NY. The firm provides a range of services, including financial planning, pension consulting, educational seminars, and publication of periodicals. They manage assets for individuals, high-net-worth individuals, corporations, and charitable organizations. Eagle Strategies has over 1,998 registered representatives and manages over $20 billion in assets.
Eagle Strategies LLC

30600 NORTHWESTERN HIGHWAY

FARMINGTON HILLS, MI 48334

$20.36B

Assets Under Management

6,070

Total Clients

2,031

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.

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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Jason Brooks’s Registration & Firm History

MI

05/28/2010 - Present

Eagle Strategies LLC (FARMINGTON HILLS MI)

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Licenses & Designations

BC

Issued 5/28/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 7/22/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Eric Brooks.
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