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Jay William Brooks

Investment adviser representative at Brooks, Moore & Associates, Inc.
40 yearsExperience
1 stateRegistered in
$348.9MFirm assets
40 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.

  • Portfolio management

Experience

40 years in the industry.

  1. Brooks, Moore & Associates, Inc.Jun 2004 to now
  2. Brooks, Montague & Associates Inc.Mar 1986 to now

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (TN).

Brooks, Moore & Associates, Inc.

$348.9MAssets managed
177Clients
3Advisers
40 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
4343684
Firm CRD
105716
Advisor's SEC record (opens in a new tab)
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