Best Investors Account Sign in
Inactive

Jade Michael Brookreson

Financial Symmetry Inc.

Raleigh, NC

Claim This Profile
Current Employers
Financial Symmetry Inc.

5438 Wade Park Blvd Suite 310, Raleigh, NC 27607 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-07-24
  • NC RA
    APPROVED
    Since 2024-07-24

Branch Locations

5438 Wade Park Blvd Suite 310, Raleigh, NC 27607 • 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
Financial Symmetry Inc. Raleigh NC 10/2023 Present
Darden Restaurants Holly Springs NC 11/2019 Present
Kidtowne Apex NC 03/2019 10/2019
Chick-Fil-A Apex NC 07/2018 01/2019
Pizza Hut Holly Springs NC 08/2017 10/2017
Common Grounds Apex NC 03/2019 03/2020
State Employees' Credit Union Holly Springs NC 08/2022 10/2022
North Carolina State University Raleigh NC 01/2021 05/2023
Wake Technical Community College Raleigh NC 06/2019 12/2020
Apex Friendship High School Apex NC 08/2015 12/2019
  • 10/2023 → Present
    Financial Symmetry Inc.
    Raleigh, NC
  • 11/2019 → Present
    Darden Restaurants
    Holly Springs, NC
  • 03/2019 → 10/2019
    Kidtowne
    Apex, NC
  • 07/2018 → 01/2019
    Chick-Fil-A
    Apex, NC
  • 08/2017 → 10/2017
    Pizza Hut
    Holly Springs, NC
  • 03/2019 → 03/2020
    Common Grounds
    Apex, NC
  • 08/2022 → 10/2022
    State Employees' Credit Union
    Holly Springs, NC
  • 01/2021 → 05/2023
    North Carolina State University
    Raleigh, NC
  • 06/2019 → 12/2020
    Wake Technical Community College
    Raleigh, NC
  • 08/2015 → 12/2019
    Apex Friendship High School
    Apex, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-24
  • S65 Uniform Investment Adviser Law Examination
    2024-07-24
Other Names
  • Jade Brookreson

View on SEC IAPD

Other Firms

TOWNSEND ASSET MANAGEMENT CORP.
FORTRESS PRIVATE LEDGER, LLC
OLDE RALEIGH FINANCIAL GROUP
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
ADVISORY SERVICES NETWORK
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Other Investors

ARNE W MORRIS
JAMES MICHAEL TARKENTON
CALEB ROBERT GRIFFITH
William Dean Cotton
Earl Scott Butcher
DAVID JEFFREY HERMAN
JAY DAVID MCKINNEY
BRANDON ALAN WALLS

Other Offices

TOWNSEND ASSET MANAGEMENT CORP. · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
OLDE RALEIGH FINANCIAL GROUP · RALEIGH, NC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · RALEIGH, NC
ADVISORY SERVICES NETWORK · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
WELLS FARGO CLEARING SERVICES, LLC · RALEIGH, NC
EDWARD JONES · RALEIGH, NC

More in Raleigh, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor