Jason Brooks Email & Phone Number
Vice President of Wealth Management @ Finspire, LLC
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Jason Brooks Location
- Schaumburg, IL, US
Jason Brooks Work
- 2019 -now Vice President of Wealth Management @
- 2003 -2019 CFP Financial Planner @
- 2017 -2019 Tax Manager - CPA @
- 1993 -2017 Tax manager - CPA @
- 1998 -2003 CFP financial planner @ Financial integrity group
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.
Looking for a different Jason Brooks?
Find contact details for 700 million professionals.
Others Named Jason Brooks
Jason Brooks
Co-Founder and CTO
New York, NY, US
Jason Brooks
Chief Executive Officer
Alcoa, TN, US
Jason Brooks
Co-Founder
California, United States
Jason Brooks
Regional Vice President
Saint Paul, MN, US
Top Finspire, LLC Employees
Jason Brooks
Vice President of Wealth Management
Schaumburg, IL, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co