Jonathan Luke Brooks
Investment adviser representative at Bmss Wesson Wealth Solutions
13 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$704MFirm 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
- Seminars and workshops
Experience
13 years in the industry.
- Bmss Wesson Wealth Solutions, LLCNov 2024 to now
- The Welch Group, LLCSep 2022 to Oct 2024
- Jendia, LLC (northwestern Mutual)Jun 2020 to Sep 2022
- Syll, LLC (northwestern Mutual)Jan 2017 to Jun 2020
- Northwestern Mutual Investment Services LLCMay 2016 to Jan 2017
- Columbia International UniversityAug 2013 to Dec 2016
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
State registrations
Registered as an investment adviser representative in 1 state (AL).
Bmss Wesson Wealth Solutions
Legal name: Bmss Wesson Wealth Solutions, LLC
$704MAssets managed
265Clients
9Advisers
6 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
- 6641341
- Firm CRD
- 282792