2014 -
now Managing Director - Investment Officer @ Cory / Jacobson Financial Group of Wells Fargo Advisors
2011 -
2014 First Vice President - Investment Officer @
2009 -
2011 Vice President - Investment Officer @
2006 -
2009 Financial Advisor @
2004 -
2006 Financial Advisor @
Brooks Cory Education
College for Financial Planning
Chartered Retirement Planning Counselor (sm)
2011
-
2012
Colorado State University
Bachelor of Arts (B.A.) (Sociology and Economics)
1998
-
2000
Brooks Cory Skills
Portfolio Management
Underwriting
Disposition
Investments
Credit
Risk Management
Financial Services
Services
Brooks Cory Summary
Brooks Cory, based in Sioux Falls, SD, US, is currently a Managing Director - Investment Officer at Cory / Jacobson Financial Group of Wells Fargo Advisors. Brooks Cory brings experience from previous roles at Cory Financial Group of Wells Fargo Advisors, Wachovia Securities (a predecessor firm of Wells Fargo Advisors) and Piper Jaffray. Brooks Cory holds a 2011 - 2012 Chartered Retirement Planning Counselor (sm) @ College for Financial Planning. With a robust skill set that includes Portfolio Management, Underwriting, Disposition, Investments, Credit and more. Brooks Cory has 1 emails and 1 mobile phone numbers on RocketReach.
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