Brooke Morgan Jones

Employer firm

Savant Wealth Management CRD 107271

$55.6B regulatory AUM 170 advisory clients

Reported services (Item 5G)

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

• 10/2024 → Present
  Savant Wealth Management
  Satellite Beach, FL
• 08/2024 → 09/2024
  John's Brother's Financial
  Rockledge, FL
• 07/2022 → 06/2024
  Valley Christian Preschool
  Chagrin Falls, OH
• 06/2015 → 08/2022
  Unemployed
  Mayfield Heights, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-02-27

Other Names

• Brooke Jones