Brooks Jason Call
Investment adviser representative at Lakewood Asset Management, LLC
21 yearsExperience
4 statesRegistered in
$248.7MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Lakewood Asset Management, LLCNov 2015 to now
- UBS Financial Services IncNov 2005 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 4 states (IL, LA, NE, TX).
Lakewood Asset Management, LLC
$248.7MAssets managed
156Clients
4Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2735054
- Firm CRD
- 174887