J. Brooks & Company, LLC

Overview

J. Brooks & Company, LLC is an independent, owner-operated registered investment advisory firm organized as an LLC. The firm serves individual and family clients and bills advisory services as a percentage of assets under management. Its advisory scope includes financial planning and portfolio management for individuals, small businesses, and institutional/business clients. The firm also operates as an insurance broker and maintains an affiliation with an insurance company. J. Brooks & Company does not identify as an active ESG investor, is not multi-state registered, and does not position itself as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives