Scott A Brooks

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 05/2024 → Present
  Edward Jones
  Morganton, NC
• 10/2018 → 12/2023
  Prudential Insurance
  Newark, NJ
• 12/2016 → 02/2018
  Loyaltyedge Llc (Meridian)
  New York, NY
• 12/2011 → 12/2016
  American Express
  New York, NY
• 01/2024 → 04/2024
  Unemployed
  Morganton, NC
• 03/2018 → 09/2018
  Unemployed
  Metuchen, NJ

Other Businesses

Rental property Type of business: Rental Units Morganton, NC Start date: 1/31/2022 Co-Owner Hours per week: 0 Hours during trading: 0 Maintain property **** Scott and Amy Brooks Type of business: Rental Units Morganton, NC Start date: 1/31/2022 Co-Owner Hours per week: 1 Hours during trading: 0 No Responsibilities

Exams

• S66 Uniform Combined State Law Examination
  2024-07-10

Other Names

• Scott Allen Brooks