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Jonathan Luke Brooks

Bmss Wesson Wealth Solutions

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About Jonathan Luke Brooks

Jonathan Brooks is a financial advisor with over 6 years of experience in the industry. Jonathan has a strong background in financial planning and portfolio management, and is committed to helping clients achieve their financial goals. Jonathan is registered with Bmss Wesson Wealth Solutions, a firm that provides financial planning and investment management services to individuals, families, and businesses. The firm manages over $493 million in assets. Jonathan is a Certified Financial Planner and a Chartered Financial Consultant. Prior to joining Bmss Wesson Wealth Solutions, Jonathan was an advisor with Northwestern Mutual Investment Services, LLC.

Firm Information

Jonathan Brooks is currently registered with Bmss Wesson Wealth Solutions. Bmss Wesson Wealth Solutions is an investment advisor based in Birmingham, AL. The firm provides financial planning, portfolio management for individuals and businesses, educational seminars, and publication of periodicals. They manage approximately $493 million in assets for 859 clients, including individuals, high-net-worth individuals, corporations, and charitable organizations.
Bmss Wesson Wealth Solutions

3500 COLONNADE PARKWAY

BIRMINGHAM, AL 35243

$493.48M

Assets Under Management

Not reported

Total Clients

5

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Jonathan Brooks’s Registration & Firm History

AL

11/01/2024 - Present

Bmss Wesson Wealth Solutions (Birmingham AL)

AL

01/30/2017 - 09/26/2022

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Vestavia AL)

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Licenses & Designations

BC

Issued 06/26/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/30/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan Luke Brooks.
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