Jason Brooks Email & Phone Number
Vice President of Wealth Management @ Finspire, LLC
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Jason Brooks Location
- Schaumburg, IL, US
Jason Brooks Work
- Vice President of Wealth Management @ (August 2019 - Present)
- CFP Financial Planner @ (May 2003 - July 2019)
- Tax Manager - CPA @ (December 2017 - June 2019)
- Tax manager - CPA @ (June 1993 - December 2017)
- CFP financial planner @ Financial integrity group (January 1998 - January 2003)
Jason Brooks Education
- University of Illinois at Urbana-Champaign - College of Business
bachelors (accountancy)
1989-1993
Jason Brooks Skills
- Financial Planning
- tax planning
- Retirement Planning
- Retirement Income Strategies
- Insurance Planning
- Estate Tax Planning
- Wealth Preservation
- Asset Management
- Retirement
- Wealth Accumulation
- Wealth Management
- High Net Worth Individuals
- Investment Advisory
- Strategic Financial Planning
- Financial Planners
- Financial Advisory
- Tax
- Investments
- Estate Planning
- Mutual Funds
- Finance
- Small Business
- Pensions
- Portfolio Management
- Financial Services
- 401(k) Retirement Savings Plans
- Investment Management
- Securities
- Accounting
- Financial Analysis
- Trusts
- Certified Financial Planner
- Income Tax
Jason Brooks Summary
- Jason Brooks, based in Schaumburg, IL, US, is currently a Vice President of Wealth Management at Finspire, LLC. Jason Brooks brings experience from previous roles at Signature Advisors Group, Ltd., RubinBrown LLP, FLS Group, LLC and Financial integrity group. Jason Brooks holds a 1989 - 1993 bachelors in accountancy @ University of Illinois at Urbana-Champaign - College of Business. With a robust skill set that includes Financial Planning, tax planning, Retirement Planning, Retirement Income Strategies, Insurance Planning and more. Jason Brooks has 2 emails on RocketReach.
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Top Finspire, LLC Employees
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Chicago, IL, US
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Schaumburg, IL, US
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