Jason Matthew Brooks

Employer firm

Indelible Wealth Group CRD 166864

$156M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers

Indelible Wealth Group

Berthoud, CO • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2015-03-11
CO	RA	APPROVED	2013-06-12

TX RA
APPROVED_RES

Since 2015-03-11
CO RA
APPROVED

Since 2013-06-12

Branch Locations

Berthoud, CO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Mountainhound Llc	Berthoud	CO	07/2001	Present
Indelible Wealth Group	Berthoud	AZ	04/2013	Present

07/2001 → Present

Mountainhound Llc

Berthoud, CO
04/2013 → Present

Indelible Wealth Group

Berthoud, AZ

Previous Registrations

2012-01-03 → 2013-04-18

Schwab Wealth Advisory, Inc.

Englewood, CO
2005-11-09 → 2011-12-31

Charles Schwab & Co., Inc.

Englewood, CO

Englewood, CO

Englewood, CO

Englewood, CO

Other Businesses

MOUNTAIN HOUND LLC,NO,BERTHOUD,CO 80513,-PET PRODUCTS/REAL ESTATE,OWNER,7/1/01, MANUFACTURES QUALITY OUTDOOR GEAR FOR LARGE BREED DOGS,RENTAL PROPERTY,LESS THAN 20, 0

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2005-10-26
S63	Uniform Securities Agent State Law Examination	2000-09-29

S66 Uniform Combined State Law Examination

2005-10-26
S63 Uniform Securities Agent State Law Examination

2000-09-29

Designations

Certified Financial Planner

View on SEC IAPD