Jason Alyn Brooks

Employer firm

Independent Financial Partners CRD 125112

$16.3B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• NON-DISCRETIONARY INVESTMENT ADVICE

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

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

Current Employers

Employment History

• 08/2003 → 07/2019
  Signature Financial Services, Ltd
  Arlington Heights, IL
• 08/2003 → 07/2019
  First Heartland Capital Inc
  Lake St. Louis, MO
• 06/2007 → 10/2017
  First Heartland Consultants, Inc.
  Lake St. Louis, MO
• 07/2019 → Present
  Ifp Securities, Llc
  Tampa, FL
• 07/2019 → Present
  Independent Financial Partners
  Tampa, FL

Previous Registrations

• 2003-08-07 → 2019-07-26
  Signature Financial Services, Ltd
  Skokie, IL
  Skokie, IL
  Northbrook, IL
• 2007-06-28 → 2017-11-03
  First Heartland Consultants, Inc.
  Skokie, IL
  Skokie, IL
• 2002-06-11 → 2003-07-28
  Cincinnati Analysts, Inc.
  Chicago, IL

Other Businesses

(1) Finspire, LLC; Investment Related; 1515 E Woodfield, #840, Schaumburg, IL 60173; start 7/25/19. (2) Tax and/or Legal Services as an Attorney, CPA or Other Tax Professional; Not Investment Related; 2079 Farnsworth Lane, Northbrook, IL 60062; bookkeeping, accounting and tax prep; Start 11/20/19; 4 hrs/week.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-05-22
• S63 Uniform Securities Agent State Law Examination
  1998-10-29

Designations

• Certified Financial Planner