Jeffery Dane Brookshire

Employer firm

Pacific Wealth Strategies Group, Inc. CRD 144789

$253M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• CONSULTING

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2002 → 06/2022
  First Allied Securities, Inc.
  San Diego, CA
• 07/2012 → 11/2020
  First Allied Advisory Services, Inc.
  San Diego, CA
• 11/2020 → 06/2022
  First Allied Advisory Services, Inc.
  Schaumburg, IL
• 09/2007 → Present
  Pacific Wealth Strategies Group, Inc.
  Santa Barbara, CA
• 11/2010 → 05/2020
  Pacific Wealth Strategies Group, Inc.
  Santa Barbara, CA
• 05/2020 → Present
  Pacific Wealth Strategies Group, Inc.
  Santa Barbara, CA

Previous Registrations

• 2020-11-12 → 2022-04-25
  Cetera Investment Advisers Llc
  Santa Barbara, CA
• 2012-07-02 → 2020-11-12
  First Allied Advisory Services, Inc.
  Chesterfield, MO
  Santa Barbara, CA
  Santa Barbara, CA
• 2003-06-19 → 2012-07-02
  First Allied Securities, Inc.
  Santa Barbara, CA
  Porterville, CA
  Santa Barbara, CA
  Porterville, CA
  Santa Barbara, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-11-26

Designations

• Certified Financial Planner