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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Malone Brooks is a financial advisor with Cetera Investment Advisers LLC. He has been in the financial services industry since 2014. Jonathan Malone Brooks is registered as a Registered Representative (RR) and an Investment Advisor Representative (IAR) in Texas. Jonathan Malone Brooks is also licensed to sell securities in Texas. Jonathan Malone Brooks has a Series 7, Series 63, and Series 65 licenses. He also has the Securities Industry Essentials (SIE) exam. Jonathan Malone Brooks has experience working at Cetera Investment Advisers LLC, First Allied Securities, Inc., and First Allied Advisory Services. Jonathan Malone Brooks works at the Wichita Falls branch office of Cetera Investment Advisers LLC, and is also a part owner of Brooks Financial Services in Wichita Falls, Texas. Jonathan Malone Brooks provides financial planning and investment advice to individuals, businesses, and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
11/12/2020 - Present
Cetera Investment Advisers LLC (WICHITA FALLS TX)
TX
07/21/2014 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (WICHITA FALLS TX)
IA
Issued 01/07/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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