Jeffery Dane Brookshire
Investment adviser representative at Pacific Wealth Strategies Group, Inc.
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$253.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Pacific Wealth Strategies Group, Inc.Sep 2007 to now
- First Allied Advisory Services, Inc.Jul 2012 to Jun 2022
- First Allied Securities, Inc.Apr 2002 to Jun 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
State registrations
Registered as an investment adviser representative in 1 state (CA).
Pacific Wealth Strategies Group, Inc.
$253.2MAssets managed
197Clients
3Advisers
19 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
- 2964215
- Firm CRD
- 144789