Wealth Management

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

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

Jason E. Brooks is also separately registered as an investment adviser representative ("IAR"), under Eagle Strategies, LLC, a Registered Investment Adviser, offering advisory services in the states of CA, FL, IA, IL, IN, MD, MN, NJ, NY, OH, OR, PA, VT, WI and MI. As such, these services are strictly intended for individuals residing in these states.

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

NYLIFE Securities LLC and Eagle Strategies LLC are wholly-owned subsidiaries of New York Life Insurance Company.