Jonathan Luke Brooks

Employer firm

Bmss Wesson Wealth Solutions CRD 282792

$704M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

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

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

Current Employers

Employment History

• 08/2013 → 12/2016
  Columbia International University
  Columbia, SC
• 05/2016 → 01/2017
  Northwestern Mutual Investment Services Llc
  Greenville, SC
• 09/2022 → 10/2024
  The Welch Group, Llc
  Birmingham, AL
• 01/2017 → 06/2020
  Syll, Llc (Northwestern Mutual)
  Greenville, SC
• 06/2020 → 09/2022
  Jendia, Llc (Northwestern Mutual)
  Birmingham, AL
• 11/2024 → Present
  Bmss Wesson Wealth Solutions, Llc
  Birmingham, AL

Previous Registrations

• 2022-09-15 → 2024-10-23
  The Welch Group, Llc
  Birmingham, AL

Other Businesses

1. Name: Zolbrook Homes LLC; Investment-Related?: No; Address: 2937 Green Valey Road, Birmingham, Alabama 35243; Nature: Company that buys, rehabs and flips single-family homes in Birmingham area; Position/Title: Partner; Start Date: March 2025; Approximate # of Hours Spent on Activity: 4 hours per month, none during trading hours; Duties: Occasionally engage in management related decisions

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-06-26

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Jonathan Luke Brooks
• Luke Brooks