Brooke Jackson Mcleod

Current Employers

Employment History

• 06/2013 → 11/2017
  Girard Securities, Inc.
  San Diego, CA
• 06/2013 → 04/2019
  United Capital Financial Advisers, Llc
  Newport Beach, CA
• 11/2017 → 05/2019
  Cetera Advisor Networks Llc
  El Segundo, CA
• 01/2021 → 09/2023
  Raymond James Financial Services, Inc.
  Alpharetta, GA
• 01/2021 → Present
  Lumature Wealth Partners, Llc
  Alpharetta, GA
• 09/2023 → Present
  Concurrent Investment Advisors Llc
  Alpharetta, GA
• 12/2020 → 09/2023
  Raymond James Financial Services, Inc.
  Alpharetta, GA
• 12/2020 → 09/2023
  Lumature Wealth Partners Llc
  Alpharetta, GA
• 07/2020 → 12/2020
  N/A
  Appling, GA
• 05/2020 → 06/2020
  Tile Center Inc.
  Augusta, GA
• 06/2019 → 04/2020
  N/A
  Appling, GA
• 06/2013 → 05/2019
  United Capital Financial Advisors
  Alpharetta, GA
• 11/2017 → 05/2019
  Cetera Advisor Networks Llc
  Alpharetta, GA
• 06/2013 → 10/2017
  Girard Securities
  Alpharetta, GA

Previous Registrations

• 2013-06-18 → 2019-05-21
  United Capital Financial Advisors
  Alpharetta, GA
  Roswell, GA

Other Businesses

(1)Name of Business: Lumature Wealth Partners, LLC Address: 2325 Lakeview Parkway, Alpharetta, GA, 30009, United States Activity Type: DBA Position/Title: Associate/Employee Investment Related: Yes Start Date: 01/11/2021 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41-80 Description of duties: Relationship Manager (2) Jackson SR LLC Jackson SR JR LLC JMR2018 LLC JJPR LLC JJM Partnership Sons Properties LLC (3) Consulting/Admin for family rental property businesses listed above. None are investment related. Help with administrative tasks when needed. Roughly 2 hours a month not during trading hours. Make approximately $15,000 a year.

Exams

• S66 Uniform Combined State Law Examination
  2011-11-23

Designations

Other Names

• Brooke Jackson
• Brooke Heather Jackson
• Brooke J Mcleod