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Jarrod Taylor Brooksher

Aldrich Wealth LP

San Diego, CA

Carlsbad, CA

Lake Oswego, OR

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Current Employers
Aldrich Wealth Lp

5665 Sw Meadows Rd Suite 200, Lake Oswego, OR 97035 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-06-27
  • CA RA
    APPROVED
    Since 2025-06-27

Branch Locations

7676 Hazard Center Drive, #550, San Diego, CA 92108 • United States

1903 Wright Place #180, Carlsbad, CA 92008 • United States

5665 Sw Meadows Rd Suite 200, Lake Oswego, OR 97035 • 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
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. San Diego CA 01/2016 03/2021
Charles Schwab Bank, Ssb San Diego CA 09/2017 03/2021
Fidelity Investments Salt Lake City UT 04/2021 05/2022
Charles Schwab & Co., Inc. San Diego CA 05/2022 06/2025
Schwab Wealth Advisory, Inc. San Diego CA 05/2022 06/2025
Aldrich Wealth Lp San Diego CA 06/2025 Present
Previous Registrations
Other Businesses

Rental Property |Investment Related:No|7680 Chase Ave. ;Hesperia ;CA;92345;United States|Real Estate (Non-Agent/Broker)|Home Owner|2018-12-01|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Maintain property

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-05-22
S63 Uniform Securities Agent State Law Examination 2016-07-29
  • S66 Uniform Combined State Law Examination
    2017-05-22
  • S63 Uniform Securities Agent State Law Examination
    2016-07-29
Designations
Other Names
  • Jarrod T Brooksher
  • Jarrod Brooksher

View on SEC IAPD

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