Jonathan Trevor Brooks

Employer firm

Blue Curve Advisory, LLC CRD 333724

$125M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 08/2022 → 09/2025
  Blue Curve Advisory, Llc
  Towson, MD
• 09/2023 → Present
  Cardinal And Gold Aquatics
  Towson, MD
• 05/2022 → 08/2022
  Maryland Auto Insurance
  Baltimore, MD
• 01/2018 → 05/2022
  Loyola University Maryland
  Baltimore, MD
• 01/2015 → 01/2018
  Secondary Education
  Towson, MD
• 09/2025 → Present
  Blue Curve Advisory, Llc
  Towson, MD

Other Businesses

Cardinal and Gold Aquatics; Non-Investment Related; 8102 Laselle Road; Assistant Part Time Swim Coach; Start September 2023; 2 hrs/month; none during trading hours; swim instructor

Designations

• Certified Financial Planner