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Wealth Management

Financial Planning
Individual Retirement Accounts
Retirement Funding

  • SIMPLE IRA Plans

  • 401(k) Plans

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529 Higher Education Savings Plans**
Mutual Funds**
Money Management Platforms**

  • Mutual Fund Wrap Accounts

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**Securities offered through NYLIFE Securities LLC member FINRA/SIPC a Licensed Insurance Agency.

Disclosure

Jason Brooks is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0B87061), CO, FL, GA, IA, IL, IN, MD, ME, MI, MN, NC, NJ, NY, OH, OR, PA, SC, TN, TX, VA, VT, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Jason Brooks is licensed and authorized to offer insurance in California, but Brooks Financial may not be. For additional information on California licensure status, please click here.

Jason Brooks is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 30600 Northwestern Hwy Ste 200, Farmington Hills, MI, 48334, 248-785-5200. In this regard, this communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, MD, MI, MN, NC, NJ, NY, OH, OR, PA, TX, VT, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Jason Brooks is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, MD, MI, MN, NC, NJ, NY, OH, OR, PA, VT, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

Brooks Financial is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Brooks Financial nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

Click here
White logo no background
  • About Us
  • What We Do
    • Our Process
    • Insurance Planning
    • Wealth Managment
    • Employee Benefits
  • Resources
    • Printable Brooks Financial Information Page
    • Apply Online For Individual or Marketplace Health, Dental and Vision Insurance
    • Calculators
    • Articles
  • Helpful Links
    • Brooks Financial HR Assist
    • Eagle Strategies / NYLIFE Securities Online Access
    • Brinker Capital Online Account Access
    • Nationwide Online Account Access
  • Contact Us

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