Elliot Jacob Pepper
Investment adviser representative at Northbrook Financial
12 yearsExperience
6 statesRegistered in
CFP® certificationDesignation
$108.8MFirm assets
Are you Elliot Jacob Pepper? Claim your profile
Contact this firm
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
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Northbrook FinancialMay 2020 to now
- Northbrook Financial Planning LLCApr 2020 to now
- Northbrook Tax, LLCMar 2018 to now
- Exelon CorporationJul 2017 to Feb 2018
- Brown Advisory Securities, LLCMay 2014 to Jun 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 6 states (FL, MA, MD, NJ, NY, VA).
Northbrook Financial
Legal name: Northbrook Financial Planning LLC
$108.8MAssets managed
127Clients
2Advisers
Under 1 yearIn 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
- 7249793
- Firm CRD
- 309060