Jason Brooks
Jason Brooks is a CFP-designated registered investment advisor at Independent Financial Partners, based in Schaumburg, IL, with 27 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Real Estate Investing. Their firm serves 45,782 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFP Advisors provides discretionary investment management services for ancillary accounts established in connection with direct real estate investments. These accounts are used for holding working capital or managing excess cash. Investments are limited to liquid, conservative instruments. The fees for these services are included in the real estate advisory fees.
Location
1515 E. Woodfield Rd, Ste 840, Schaumburg, IL, 60173
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jason is involved with Finspire, LLC, an investment-related activity, since 2019. He also provides bookkeeping, accounting, and tax preparation services, dedicating a few hours per week to this non-investment related activity.
Employment History
Current Registrations
Independent Financial Partners
Ifp Securities, LLCBroker
Previous Registrations
First Heartland Consultants, INC.
Signature Financial Services, LTD
First Heartland Capital, INC.Broker
Capital Analysts, Incorporated
Capital Analysts, IncorporatedBroker
State Registrations14 states
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