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Inactive

Brooke Morgan Jones

Savant Wealth Management

Rockford, IL

Satellite Beach, FL

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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-28
  • FL RA
    APPROVED
    Since 2025-03-28

Branch Locations

190 Buckley Drive, Rockford, IL 61107 • United States

1300 Highway A1A Suite 103, Satellite Beach, FL 32937 • 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
Savant Wealth Management Satellite Beach FL 10/2024 Present
John's Brother's Financial Rockledge FL 08/2024 09/2024
Valley Christian Preschool Chagrin Falls OH 07/2022 06/2024
Unemployed Mayfield Heights OH 06/2015 08/2022
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-27
  • S65 Uniform Investment Adviser Law Examination
    2025-02-27
Other Names
  • Brooke Jones

View on SEC IAPD

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Other Investors

JASON JEFFREY WERNER
JENNIFER ELISE LEWIS
ZORANA OKILJ
DAVID RAY FEHRLE
JACK E WHEELER
THOMAS MARTIN WEIGHTMAN
EMILY MANEY VANHILLE
ERICH LEE VARGAZ

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · ROCKFORD, IL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ROCKFORD, IL
AMERIPRISE FINANCIAL SERVICES, LLC · Rockford, IL
STACKSTONE WEALTH, LLC · ROCKFORD, IL
EDWARD JONES · ROCKFORD, IL
STATE FARM INVESTMENT MANAGEMENT CORP. · Rockford, IL
FIFTH THIRD SECURITIES, INC. · ROCKFORD, IL
LPL FINANCIAL LLC · ROCKFORD, IL

More in Rockford, IL

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