Jeffery Brookshire
Jeffery Brookshire is a CFP-designated registered investment advisor at Pacific Wealth Strategies Group, INC., based in Santa Barbara, CA, with 28 years of industry experience. Jeffery operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 206 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PWSG charges a percentage of your portfolio each year for investment management services, up to 2.0%. The exact fee is negotiable based on the amount you invest and the complexity of the services. Fees are calculated quarterly based on the value of your account at the end of the quarter. If you add or remove assets during the quarter, the fee will be adjusted accordingly. If you end the relationship mid-quarter, the fee will be prorated. The fee is deducted from your account by your custodian.
Location
4141 State Street, Suite B11, Santa Barbara, CA, 93110
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Regulatory History (1)
Customer Dispute
September 2007Other Business ActivitiesSells Insurance
Jeffery works as an independent contractor selling fixed, life, health, and property & casualty insurance since 2013. This activity requires minimal time.
Employment History
Current Registrations
Pacific Wealth Strategies Group, INC.
Previous Registrations
Cetera Investment Advisers LLC
First Allied Advisory Services, INC.
First Allied Securities, INC.
First Allied Securities, INC.Broker
Edward JonesBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.