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Jerry Raymond Brookhart

Osaic Wealth, Inc.

Macomb, IL

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-01-19
  • IL RA
    APPROVED
    Since 2024-01-19

Branch Locations

155 Emmy Road, Macomb, IL 61455 • 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
Woodbury Financial Services Macomb IL 04/2006 01/2024
Purdum Gray Ingledue, Inc Macomb IL 07/2002 10/2023
Osaic Wealth, Inc. Macomb IL 01/2024 Present
  • 04/2006 → 01/2024
    Woodbury Financial Services
    Macomb, IL
  • 07/2002 → 10/2023
    Purdum Gray Ingledue, Inc
    Macomb, IL
  • 01/2024 → Present
    Macomb, IL
Previous Registrations
  • 2008-07-02 → 2024-01-19
    Woodbury Financial Services, Inc.
    Macomb, IL
    Macomb, IL
    Macomb, IL
    Oakdale, MN
Other Businesses

1) JERRY BROOKHART; NONINV RELATED; 155 EMMY RD MACMB,IL; PROP RENTAL; OWNER; 09/01/2010; 1HR/MON; 0HR/MON; PROP RENTAL. 2) JERRY BROOKHART; NONINV RELATED; 280 EMBER RD; RENTAL OF FARM HOUSE LOCATED ON MY FARM; OWNER; 10/01/2011; 1HR/MON; 0HR/MON; COLLECT RENT AND RECEIVE ANY MAINTENANCE CALLS. 3) ROTARY INTERNATIONAL; NONINV RELATED; 20 HICKORY GROVE MACOMB,IL; COMM SERVICE; REGIONAL PRESIDENT; 08/01/2010; 8HR/MON; 4HR/MON. 4) EMMETT TOWNSHIP BOARD; NONINV RELATED; EMMET TOWNSHIP RR #1 MACOMB,IL; TOWNSHIP BUSINESS REVIEW; TRUSTEE; 05/01/2009; 1HR/MON; 0HR/MON. 5) JERRY BROOKHART; NONINV RELATED; RR EMMETT TOWNSHIP; FARM; OWNER; 09/01/2010; 12HR/MON; 0HR/MON; FARM MGMT. 6) FFA ALUMNI POSITION: Member NATURE: FFA alumni organization supporting local FFA Chapter activities. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2017 ADDRESS: P.O. Box 825, Macomb IL 61455, United States DESCRIPTION: Help recruit parents of vocation agriculture students that want to help promote the agriculture program at local high school. 7) LEGACY INVESTMENT SERVICES INC. POSITION: Sales rep NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 01/26/2015 ADDRESS: 155 Emmy Road, MACOMB IL 61455, United States DESCRIPTION: Selling life insurance to new and existing clients . 8) SCOTLAND TRINITY PRESBYTERIAN CHURCH POSITION: deacon NATURE: Church INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2025 ADDRESS: 14950 N. 900 th Road, Macomb IL 61455, United States DESCRIPTION: Church direction

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-06-18
S63 Uniform Securities Agent State Law Examination 2006-07-19
  • S65 Uniform Investment Adviser Law Examination
    2008-06-18
  • S63 Uniform Securities Agent State Law Examination
    2006-07-19

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