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Brooks Jason Call

Lakewood Asset Management, LLC

Omaha, NE

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Current Employers
Lakewood Asset Management, Llc

225 W Jefferson Avenue, Suite 102, Naperville, IL 60540 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-04-08
IL RA APPROVED 2022-11-10
LA RA APPROVED 2022-11-09
NE RA APPROVED 2015-11-30
  • TX RA
    APPROVED
    Since 2025-04-08
  • IL RA
    APPROVED
    Since 2022-11-10
  • LA RA
    APPROVED
    Since 2022-11-09
  • NE RA
    APPROVED
    Since 2015-11-30

Branch Locations

9140 West Dodge Road, Omaha, NE 68114 • 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
Ubs Financial Services Inc Wayzata MN 11/2005 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-03-01
S63 Uniform Securities Agent State Law Examination 2000-02-03
  • S65 Uniform Investment Adviser Law Examination
    2000-03-01
  • S63 Uniform Securities Agent State Law Examination
    2000-02-03

View on SEC IAPD

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