Zachary Yale Jones
Investment adviser representative at Brookwood Investment Group
11 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$1.3BFirm 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
- Seminars and workshops
Experience
11 years in the industry.
- Brookwood Investment Group LLCFeb 2023 to now
- Brookwood Insurance Group LLCFeb 2023 to now
- Dovetail Capital Management LLCFeb 2023 to now
- Northwestern Mutual Life Insurance CompanyOct 2019 to Feb 2023
- Northwestern Mutual Wealth Management CompanySep 2016 to Feb 2023
- Douglas JonesJan 2016 to Oct 2019
- Northwestern Mutual Investment Services LLCMar 2015 to Feb 2023
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Brookwood Investment Group
Legal name: Brookwood Investment Group LLC
$1.3BAssets managed
3,506Clients
68Advisers
4 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
- 6267151
- Firm CRD
- 316544