Jamal Brooks
Jamal Brooks is a registered investment advisor at J. Brooks & Company, LLC, based in Greensboro, NC, with 15 years of industry experience. Jamal operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 12 clients with $4.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee Estimator
Location
Greensboro, NC
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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 ActivitiesSells Insurance
Jamal is an independent insurance agent selling life insurance, annuities, and long-term care insurance. This activity is not investment-related and takes about a quarter of his time.
Employment History
Current Registrations
J. Brooks & Company, LLC
Previous Registrations
Eagle Strategies LLC
Raymond James Financial Services
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.